Aaron Steer

Director & Principal Financial Planner

Aaron leads our Collective Wealth Advisers financial planning team and brings a strong culture of personal service to our client offering. Aaron works closely with clients to help identify their goals, plan strategies, and ensure that recommendations are implemented.

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 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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