The Financial Planning Association of Australia The Financial Planning Association of Australia

Aaron Steer, AFP®


Name Aaron Steer AFP®
Company Collective Wealth Advisers
Address Suite 201, Toowong Tower 9 Sherwood Road
Toowong, QLD 4066
Phone (07) 3371 0866
Website www.collectivewealthadvisers.com.au

Aaron leads our Collective Wealth Advisers team and brings a strong culture of personal service to our client offering. Aaron has recently been awarded the National Adviser of the Year (FPW) and has been admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession. Aaron works closely with clients to help identify what is important to them, create solutions to meet their goals and partner with them to guard their financial situation moving forward. 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.

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