Verified recordFinancial Services

Aaron Walters

Financial Advisor at Sage Financial Group

Based in Perth, Australia

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Seniority

Staff

Department

Finance & Accounting

Location

Perth

Industry

Financial Services

Company size

Contact information

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a•••••••@sageretirement.com.au

Phone

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Background

About Aaron Walters

I have been working to provide financial advice to many individuals and corporate entities since 2007. I hold a Bachelor of Business (Accounting & Finance), a Graduate Diploma in Financial Planning and am currently working to become a Certified Financial Planner (CFP). After nearly a decade in Information Technology I decided to face a new challenge in financial services. I am both well qualified and experienced, and demonstrate a distinctive skillset that fuses my IT and finance experience to offer solutions to complex problems in the following areas;*Tax accounting.*Cash flow.*Investments and portfolio management.*Superannuation and Centrelink.*Personal insurances. Outside of work I enjoy spending time with my family, I have an appreciation of wine and travel and am an avid reader of history.

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