Financial Adviser
· CAULFIELD, VIC
Aaron Zelman
No disciplinary history on record with ASIC
CAULFIELD,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277187
About Aaron Zelman
Aaron Zelman is a financial adviser based in Caulfield, Victoria, with 22 years of experience in the financial services industry since 2004. Aaron is currently authorised under Count Financial Limited, operating through Count Financial. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aaron's qualifications include a CFP Certification 1-4 Program from Financial Planning Association of Australia (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Arts (Psychology)
Monash University
1999
Bachelor of Business (Management)
Monash University
2004
CFP Certification 1-4 Program
Financial Planning Association of Australia (FPA)
2004
Master of Financial Planning
Royal Melbourne Institute of Technology (RMIT)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
Source: ASIC Financial Advisers Register