Aaron Ross-Connolly
Financial Adviser
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 Ross-Connolly is an ASIC-registered financial adviser based in East Perth, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Aaron holds a Graduate Diploma of Applied Finance and Investment from The Securities Institute of Australia (2003) and has supplemented this with further qualifications including ADA2 (KAPLAN, 2004), DFP5v2 Tax for Financial Advising/ TASACLv1 Commercial Law (KAPLAN, 2017), Ethics and Professionalism in Financial Advice (KAPLAN, 2019), and Margin Lending Skills (KAPLAN, 2019). Aaron is authorised to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. This allows him to create holistic financial strategies designed to meet your specific needs. Key services include: • Superannuation advice • Wealth management strategies • Investment advice for securities and derivatives • Guidance on government debt securities Whether you're planning for retirement, looking to grow your wealth, or need assistance with navigating the complexities of superannuation, Aaron is here to help. Contact Aaron today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Aaron Ross-Connolly offer?
Aaron specialises in superannuation advice, wealth management, and investment advice for securities, derivatives, and government debt securities.
What are Aaron Ross-Connolly's qualifications?
Aaron holds a Graduate Diploma of Applied Finance and Investment, ADA2, DFP5v2 Tax for Financial Advising/ TASACLv1 Commercial Law, Ethics and Professionalism in Financial Advice, and Margin Lending Skills certifications from reputable institutions.
What is the first step in working with Aaron?
The first step is to schedule a consultation to discuss your financial goals and needs. This allows Aaron to understand your situation and develop a tailored financial strategy for you.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets, plan for retirement, manage your investments, and achieve your long-term financial objectives.
What can I expect during a consultation with Aaron Ross-Connolly?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and risk tolerance. Aaron will explain his advisory process and how he can help you achieve your financial objectives.
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.