Aaron, a Senior Financial Planner, worked with Westpac and ANZ in Launceston prior to joining Bridges Launceston in 2008. Bridges is one of Australia’s largest national financial planning and stockbroking firms with over $6 billion of Funds Under Advice.
Aaron believes people’s ethical decisions depend upon their own attitudes and beliefs. Through extensive research and review, a portfolio can be tailored to suit each individual’s beliefs and goals. Superannuation can be a tool for long term wealth creation that need not be a passive investment - it is also a tool for change.
By making an investment choice to support companies that meet high ESG, his clients know that their personal efforts can make a positive contribution beyond their local community. Aaron welcomes the opportunity to meet with new clients to discuss their financial goals and investment choices.
CERTIFICATION DETAILS Certified by RIAA since: 2010 Dealer Group: Bridges Financial Services Pty Ltd (ASX Participant. AFSL No. 240837) Fees and charges structure: A combination of fee for service and commission Qualifications: - Bachelor of Information Technology - Diploma FS (Financial Planning) - Advanced Diploma FS (Financial Planning) - Cert IV Workplace Assessment & Training Financial Adviser since: 2006 Offering responsible investment advice since: 2008 What responsible investment services do you offer? - Superannuation - Retirement Planning - Personal Investment Advice - Stockbroking - Portfolio Management - Direct Shares (SRI) - Estate Planning Advice - Life & Disability Insurance - Income protection Insurance Which responsible investment products do you provide advice on?
DISCLAIMER: This information has been prepared by RIAA based on material provided by Aaron Schjelde. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or superannuation fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.