Aaron Cross
Senior Client Adviser at Canaccord Genuity Australia
Based in Australia
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Seniority
Manager
Department
Sales & Business Development
Location
Australia
Industry
Financial Services
Company size
413
Contact information
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a•••••••@cgf.com
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Background
About Aaron Cross
Aaron Cross | 1800283702 | across@psl.com.au Aaron Cross AFP®, BBus, F Fin, ADA2 (ASX) As a Senior Client Adviser with Patersons, I advise in all aspects of wealth management. Strategic superannuation advice and accredited aged care advice are part of my skill set. I have the experience and knowledge to provide professional, considered advice to a broad range of clients. My emphasis is to build strong client relationships through our personalised and friendly approach to investing. I work closely with my clients to review and make appropriate investment decisions that reflect their personal financial goals. I hold a Bachelor of Business (Economics and Finance) from Edith Cowan University, the Graduate Diploma of Financial Planning, the ASFA Certificate of Superannuation Management, and I am a Fellow of FINSIA and Associate member of the FPA. I am an Accredited Aged Care Professional. Specialties: Investing in Australian and international equities Environmental, Social and Governance / Responsible Investing Listed Investment Companies and Exchange Traded Funds Investment seminars and events Access to new issues and capital raisings Cash and fixed interest Portfolio management services Self-managed superannuation services Comprehensive aged care advice
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