AARON SPEELMAN
Financial Adviser · Picton, NSW
📚 Qualifications & Training
1995 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - Williams Business College
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2018 - TASACLv1 Commercial Law - Other - Kaplan Professional
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.