AARON JAMES WALSHE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2020 - Bachelor of Commerce (Majoring in Finance) - Bachelor Degree (AQF 7) - Deakin University
2020 - Bachelor of Laws - Bachelor Degree (AQF 7) - Deakin University
2020 - MLL221 Corporate Law - Other - Deakin University
2020 - MLL406 Taxation - Other - Deakin University
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
2022 - SMSF Regulations and Taxation - Other - Kaplan
2023 - Margin Lending Specialist - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.