Aaron has 20-years’ experience in the financial advice profession having been part of a successful Melbourne based financial advice practice prior to making the move back to Geelong joining LBW Business & Wealth in 2021. While providing exceptional advice and investment expertise to his clients, Aaron is dedicated to helping the broader financial advice community through his involvement with the Financial Advice Association of Australia (FAAA) as Geelong chapter chair.
Why I do what I do:
Seeing my clients get the financial and lifestyle outcomes they want through quality advice and knowing my advice has made a difference to them is the satisfying part of being their trusted adviser.
How I help clients and their business:
Whether it’s successful mum and dad investors or small business owners, being the first point of call when a major life stage event or financial decision needs to be made allows me to demonstrate the value of advice we can deliver. Through carefully planned strategic advice and tailored investment solutions, I help my clients get to where they want to be so they can live the lifestyle they want.
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A bit more about me:
I’m a local resident of South Geelong and enjoy spending time with my family. I also spend time in a voluntary role with the Geelong Cats, play golf when I can and enjoy all things musical theatre.
