Kay Rose Aarons – Financial Adviser
Adviser identifying number: 223512
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Licence number: 222828
Licensee’s ABN: 42007155099
Licence controlled by:
The date the Financial Adviser commenced the appointment: 12/09/2002
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 222828
Authorised Representative’s ABN: 42007155099
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Australian Certificate of Investment Planning – Securities Institute
- Bachelor of Economics – Monash University
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Securities Institute
Relevant memberships of professional bodies or industry associations:
- Association of Real Return Investment Advisers Limited
- Financial Planning Association of Australia (FPA)
- Tax Practitioner Board
Kay Rose Aarons is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Products – Consumer Credit Insurance Only
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
- FHSA Issued non ADI