Kay Aarons
Financial Adviser
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About
Kay Aarons is an ASIC-registered financial adviser based in South Melbourne, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a career spanning several decades, Kay brings a wealth of knowledge and experience to every client interaction. Kay's extensive qualifications include an Australian Certificate of Investment Planning from the Securities Institute (1988), a Diploma of Financial Planning from the Securities Institute (1996), and certification as a Financial Planner from the Financial Planning Association (1998). Demonstrating a commitment to ongoing professional development, Kay has also completed Ethics and Professionalism in Financial Advice with Kaplan (2020) and passed the Financial Adviser Exam with FASEA (2021). As a member of the Association of Real Return Investment Advisers Limited, the Financial Advice Association of Australia (FAAA), and registered with the Tax Practitioner Board, Kay adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Kay specialises in superannuation, insurance, wealth management, and retirement planning. Whether you're looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Kay can provide tailored solutions to meet your specific needs. • Superannuation Advice • Retirement Planning • Wealth Management • Investment Advice • Life & Risk Insurance Ready to take control of your financial future? Contact Kay today to schedule a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Kay Aarons provide?
Kay Aarons specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can help you grow your wealth, protect your assets, and plan for a comfortable retirement.
What qualifications does Kay Aarons have?
Kay holds an Australian Certificate of Investment Planning, a Diploma of Financial Planning, and is a Certified Financial Planner. She has also completed courses in Ethics and Professionalism and passed the Financial Adviser Exam.
What is Kay Aarons's approach to financial planning?
Kay takes a personalised approach to financial planning, working closely with clients to understand their individual needs and goals. She then develops tailored strategies to help them achieve their objectives.
How can I get started with Kay Aarons?
Simply contact Kay to schedule a consultation. During the consultation, you can discuss your financial goals and learn how Kay can help you achieve them.
What professional associations is Kay Aarons a member of?
Kay is a member of the Association of Real Return Investment Advisers Limited and the Financial Advice Association of Australia (FAAA), and is registered with the Tax Practitioner Board.
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