Aaron Ward
Financial Adviser
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About
Aaron Ward is an ASIC-registered financial adviser based in Kent Town, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Aaron holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023) and is a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. Aaron is authorized to provide advice on a broad range of financial products, ensuring his clients receive holistic solutions. His expertise includes superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require insurance to protect your assets and loved ones, Aaron can provide the expert guidance you need. Contact Aaron today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Aaron Ward provide?
Aaron Ward specializes in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Aaron Ward have?
Aaron Ward holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2023) and is a member of the Financial Advice Association of Australia (FAAA).
How can Aaron Ward help me plan for my retirement?
Aaron can assist you in developing a comprehensive retirement plan tailored to your individual circumstances. This includes projecting your retirement income needs, recommending appropriate investment strategies, and advising on superannuation and other retirement savings options.
What is the process of working with Aaron Ward?
The process typically starts with an initial consultation to understand your financial goals and current situation. Aaron will then develop a personalized financial plan, implement the recommended strategies, and provide ongoing reviews to ensure your plan remains aligned with your changing needs.
What can I expect from a consultation with Aaron Ward?
During a consultation with Aaron, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and personalized recommendations tailored to help you achieve your financial goals. You will also have the opportunity to ask any questions you may have.
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