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Aaron Walters

Aaron Walters

Financial Planner

Followers of Aaron Walters657 followers
location of Aaron WaltersBurleigh Heads, Queensland, Australia

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  • Timeline

  • About me

    Financial Planner at Crellin Walters Financial Planning

  • Education

    • Kaplan Professional

      2007 - 2007
      Diploma of Financial Planning Financial Planning and Services

    • Southern Cross University

      2003 - 2006
      Bachelor's degree Finance and Financial Management Services

    • Kaplan Professional

      2019 - 2020
      Bridging Course - FASEA Code of Ethics (AQF8) Ethics and Professionalism in Financial Advice (FPC002B)

    • Kaplan Professional

      2012 - 2014
      Advanced Diploma of Financial Planning Financial Planning and Services

  • Experience

    • Commonwealth Bank

      Feb 2007 - Dec 2021
      Financial Planner

    • Crellin Walters Financial Planning

      Dec 2021 - now
      Principal Financial Planner

  • Licenses & Certifications

    • FASEA EXAM

      Financial Adviser Standards and Ethics Authority (FASEA)
      Nov 2019
      View certificate certificate

    • Financial Adviser - ASIC Authorised representative number

      ASIC
      View certificate certificate

    • CFP Authorised Representative

      Commonwealth Bank
      Nov 2007