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Aaron Doig

Financial Adviser

Calder Wealth Management Pty Ltd
Unley, SA 5061

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Aaron Doig is an ASIC-registered financial adviser based in Unley, South Australia, committed to helping clients achieve their financial goals with tailored advice and strategies. With an Advanced Diploma of Financial Planning from Kaplan (2007), an SMSF Adviser Education Program certification from Financial Essentials (2008), and training in Margin Lending & Geared Investments from Kaplan (2010), Aaron possesses a strong foundation of knowledge and experience. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest professional standards. Aaron is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specializes in guiding clients through the complexities of investment life insurance, life risk insurance, and retirement savings accounts, ensuring they make informed decisions that align with their unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Retirement Savings Accounts Ready to take control of your financial future? Contact Aaron today to schedule a consultation and discover how he can help you achieve your financial objectives.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Superannuation advice Retirement planning Insurance solutions Investment life insurance Life risk insurance Retirement savings accounts

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000238429

Verify on ASIC Register

Authorised Representative Number

000297920

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Aaron Doig provide?

Aaron Doig specializes in providing advice on superannuation, insurance (including investment life insurance and life risk insurance), and retirement planning. He also provides guidance on retirement savings accounts.

What qualifications does Aaron Doig have?

Aaron holds an Advanced Diploma of Financial Planning from Kaplan, an SMSF Adviser Education Program certification from Financial Essentials, and training in Margin Lending & Geared Investments from Kaplan. He is also a member of the Financial Advice Association of Australia (FAAA).

What is the process for working with Aaron Doig?

The process typically begins with an initial consultation to understand your financial goals and current situation. Aaron will then develop a personalized financial plan tailored to your needs, and work with you to implement and monitor the plan over time. He ensures that you are kept in the loop and understand all options presented.

What can I expect from a consultation with Aaron Doig?

During a consultation with Aaron, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a personalized plan to help you achieve your financial goals. He will provide you with clear and concise information that is easy to understand.

How can superannuation advice from Aaron help me?

Aaron can assist you in making informed decisions about your superannuation, including choosing the right fund, understanding your investment options, and developing a strategy to maximize your retirement savings. He can also provide advice on consolidating superannuation accounts and navigating the complexities of superannuation regulations.

Get in Touch

Contact Aaron directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.