Aaron Cross
Financial Adviser
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About
Aaron Cross is an ASIC-registered financial adviser based in Bundall, Queensland, dedicated to helping clients achieve their financial goals. With a strong educational foundation, holding a Bachelor of Business from Edith Cowan University (1998) and a Graduate Diploma in Financial Planning from The Securities Institute of Australia (2002), Aaron has consistently expanded his knowledge and expertise throughout his career. His credentials also include certifications in Margin Lending from the Stockbrokers Association of Australia (2010), TASA and the TPB Code of Professional Conduct from KAPLAN (2017), and successful completion of the Relevant Provider Exam from FASEA (2020). As a member of FINSIA, Aaron adheres to the highest professional standards. Aaron is authorised to provide advice on a comprehensive range of financial products, including superannuation, wealth management and retirement planning, as well as securities, derivatives, retirement savings accounts, and government debt securities. This broad authorisation enables him to create tailored strategies that address the unique needs of each client. • Superannuation advice • Wealth management • Retirement planning • Securities and Derivatives If you're looking for expert guidance to secure your financial future, contact Aaron today to arrange a consultation. Let's work together to build a plan that aligns with your aspirations and provides you with peace of mind.
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Frequently Asked Questions
What services does Aaron Cross offer?
Aaron Cross provides comprehensive financial advice, including superannuation advice, wealth management, retirement planning, and guidance on securities and derivatives. He can help you create a personalised financial plan to achieve your goals.
What qualifications does Aaron Cross have?
Aaron holds a Bachelor of Business from Edith Cowan University, a Graduate Diploma in Financial Planning from The Securities Institute of Australia, and certifications in Margin Lending, TASA and the TPB Code of Professional Conduct, and has passed the FASEA Relevant Provider Exam. He is also a member of FINSIA.
How does the financial planning process with Aaron Cross work?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Aaron will then develop a tailored financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews are conducted to ensure the plan remains aligned with your changing needs.
What can I expect from working with a financial advisor like Aaron Cross?
You can expect to receive personalised financial advice, a clear understanding of your financial situation, and a roadmap to achieve your financial goals. Aaron will provide ongoing support and guidance to help you make informed decisions and stay on track.
How can Aaron Cross help me with my retirement planning?
Aaron can assess your current retirement savings, project your future income needs, and develop a strategy to maximise your retirement income. He can provide advice on superannuation, investments, and other retirement savings options.
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