Aaron Steer

Aaron leads the 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. He has recently been recognised as the National Adviser of the Year (FPW).

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.