Aaron Washfold
Financial Adviser
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About
Aaron Washfold is an ASIC-registered financial adviser based in Joondalup, WA, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce in Economics and Finance from Curtin University of Technology (2002) and a Graduate Diploma of Financial Planning from FINSIA (2008), Aaron possesses a strong foundation in financial principles. He further enhanced his expertise with certifications in Margin Lending (MLC, 2011), attained the prestigious Certified Financial Planner designation from the Financial Planning Association of Australia (2017), and specialized in Self Managed Superannuation Funds (Mentor Education, 2018). As a member of the Financial Advice Association of Australia (FAAA), Aaron adheres to the highest ethical and professional standards. Aaron is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers tailored solutions to meet each client's unique circumstances and aspirations. • Superannuation advice, including SMSFs • Comprehensive insurance solutions (Investment Life Insurance and Life Risk Insurance) • Strategic wealth management and investment advice • Retirement planning and income strategies • Advice on Securities, Retirement Savings Accounts and Government Debt Securities Whether you're planning for retirement, building wealth, or protecting your family's future, Aaron provides expert guidance and personalized service. Contact Aaron today to schedule a consultation and take the first step towards achieving your financial dreams.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What services does Aaron Washfold provide?
Aaron Washfold offers a range of financial planning services including superannuation advice, insurance solutions, wealth management, and retirement planning. He can also provide advice on investment life insurance and life risk insurance as well as securities and government debt securities.
What qualifications does Aaron Washfold have?
Aaron holds a Bachelor of Commerce in Economics and Finance, a Graduate Diploma of Financial Planning, certifications in Margin Lending and Self Managed Superannuation Funds, and is a Certified Financial Planner.
How does Aaron Washfold develop a financial plan for his clients?
Aaron develops a personalised financial plan for each client based on their individual circumstances, financial goals, and risk tolerance. He takes the time to understand their needs and aspirations before recommending any specific strategies.
What can I expect during my first meeting with Aaron?
During your initial consultation with Aaron, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Aaron will explain his services and how he can help you achieve your financial objectives.
Is Aaron Washfold affiliated with any professional organizations?
Yes, Aaron is a member of the Financial Advice Association of Australia (FAAA).
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