Financial Adviser
· JOONDALUP, WA
Aaron Mark Washfold
No disciplinary history on record with ASIC
JOONDALUP,
WA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316877
About Aaron Mark Washfold
Aaron Mark Washfold is a financial adviser based in Joondalup, Western Australia, with 19 years of experience in the financial services industry since 2007. Aaron is currently authorised under Avalonfs. 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 Certified Financial Planner from Financial Planning Association of Australia. Aaron is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce Economics and Finance
Curtin University of Technology
2008
Graduate Diploma of Financial Planning
FINSIA
2011
Provide Advice in Margin Lending
MLC
2017
Certified Financial Planner
Financial Planning Association of Australia
2018
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education