Aaron Steer

Director & Principal Financial Planner

Aaron leads our Collective Wealth Advisers team and brings a strong culture of personal service to our client offering. 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.  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.

Contact Us

BRISBANE

Suite 4B / 19 Lang Parade Milton Q 4064

IPSWICH

150 Brisbane St, Ipswich Q 4305

PHONE

07 3371 0866

OPEN HOURS

8:30am — 4:30pm

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