Aaron Steer

Aaron is an experienced Financial Services Professional who has previously been awarded the National Adviser of the Year (FPW) and admitted to the highly regarded Most Trusted Adviser register, celebrating financial planners who have shown excellence in the profession.

 

Aside from establishing and running a successful QLD based financial planning business, Aaron has been involved in a number of professional bodies and advisory councils.  He has a broad knowledge of the financial services profession and business structures that support leading financial planning firms, ranging from implementing strategic growth processes, to helping businesses and their owners successfully merge or transition for lifestyle purposes.  

 

Away from work, Aaron is struggling to lower his golf handicap and still enjoys being one of the ‘oldest guys’ at whatever live music gig is happening around town. He is also a tragically devoted Newcastle Knights supporter and can barely remember their last NRL premiership win!