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Aaron Speelman

Name
Aaron Speelman
ID
318615
ABN
–
First Provided Advice
2007

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1995 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - Williams Business College
  • 2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
  • 2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2013 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
  • 2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
  • 2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
  • 2018 - TASACLv1 Commercial Law - Other - Kaplan Professional
  • 2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Hartley Financial Pty. Ltd. (#480751)
Commenced
April 28, 2021
Ceased
June 2, 2021
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Dec. 22, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Akumin Financial Planning Pty Limited (#232706)
Commenced
Oct. 25, 2013
Ceased
Jan. 29, 2014
Status
Ceased
Licence Holder
Integrity Financial Planners Pty. Ltd. (#225051)
Commenced
Aug. 22, 2014
Ceased
Oct. 27, 2014
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
Feb. 1, 2017
Ceased
July 28, 2020