|Name||Aaron Steer AFP®|
|Company||Collective Wealth Advisers|
19 Lang Parade
Milton, QLD 4068
|Phone||(07) 3371 0866|
|Mobile||0429 567 220|
Aaron leads the Collective Wealth Advisers financial planning team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented.
Aaron has a strong focus on pre-retirement planning, investment management and direct equity portfolio management. He is an SMSF Specialist adviser. Aaron holds a Fellow Chartered Financial Planner designation.
Aaron’s ability to explain complex financial situations in easy to understand language helps build the trust that is so important in a professional relationship. Aaron has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.