Aaron Zelman
Financial Adviser
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About
Aaron Zelman is an ASIC-registered financial adviser based in Caulfield, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Aaron combines extensive academic qualifications with practical experience to deliver exceptional service. Aaron holds a Bachelor of Arts (Psychology) and a Bachelor of Business (Management) from Monash University (1999), a Master of Financial Planning from RMIT (2004) and completed the CFP Certification 1-4 Program with the Financial Planning Association of Australia (FPA) in 2004. Aaron is committed to ongoing professional development, most recently completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2025. Authorised to provide advice on a broad range of financial products, Aaron specialises in superannuation advice, insurance, wealth management and retirement planning. His expertise also extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Aaron today for a consultation and discover how personalised financial advice can benefit you.
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Frequently Asked Questions
What services does Aaron Zelman offer?
Aaron Zelman specialises 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 Zelman have?
Aaron holds a Bachelor of Arts (Psychology), a Bachelor of Business (Management), a Master of Financial Planning, and CFP Certification. He also completed a course on Ethics and Professionalism in Financial Advice.
What is the process for working with Aaron Zelman?
The process typically begins with an initial consultation to understand your financial goals and current situation. Aaron will then develop a personalised financial plan tailored to your needs. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.
How can financial advice from Aaron help me?
Financial advice from Aaron can help you make informed decisions about your finances, optimise your investments, protect your assets, and plan for a comfortable retirement. It provides clarity and direction, empowering you to achieve your long-term financial goals.
What should I expect from my first meeting with Aaron?
During your first meeting with Aaron, you can expect a friendly and professional conversation about your financial goals, current situation, and any concerns you may have. Aaron will listen attentively and answer your questions, providing you with a clear understanding of how he can assist you.
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