KAY ROSE AARONS


Licensee: STRATEGIC FINANCIAL SOLUTIONS PTY LTD

KAY ROSE AARONS (Adviser# 000223512) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 12, 2002.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAY ROSE AARONS
Adviser Number 000223512
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000222828
STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence ABN 42007155099
Adviser Start Date 2002-09-12
Appointing Representative Name STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Appointing Representative Number 000222828
Appointing Representative ABN 42007155099
Memberships Association of Real Return Investment Advisers Limited
Financial Planning Association of Australia (FPA)
Tax Practitioner Board

Authorisations to provide financial product advice

  • KAY ROSE AARONS
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Consumer Credit Insurance
  • ·
  • Managed Investment Schemes Excluding IDPS
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial MDA Services
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Australian Certificate of Investment Planning Securities Institute
Bachelor of Economics Monash University
Certified Financial Planner Financial Planning Association
Diploma of Financial Planning Securities Institute

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000222828 STRATEGIC FINANCIAL SOLUTIONS PTY LTD 2002-09-12 - STRATEGIC FINANCIAL SOLUTIONS PTY LTD

Licensee Information

Licence Name STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence Number 000222828
Licence ABN 42007155099

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER ALAN KENYON Strategic Financial Solutions Pty Ltd Current 2013-02-01
BENJAMIN MARK WALVISCH Strategic Financial Solutions Pty Ltd Current 2010-09-17
PAUL CAREY BATES JONES Strategic Financial Solutions Pty Ltd Current 2007-04-16

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER ALAN KENYON Strategic Financial Solutions Pty Ltd Current 2013-02-01
BENJAMIN MARK WALVISCH Strategic Financial Solutions Pty Ltd Current 2010-09-17
PAUL CAREY BATES JONES Strategic Financial Solutions Pty Ltd Current 2007-04-16

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.