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Tailored Investment Portfolios and Superannuation Advice for High Net Worth Clients
Aaron’s focus is on using Canaccord’s internal Asset Allocation recommendations in building clients portfolio’s, with a focus on direct equites. He assists high net worth individuals, institutions and foundations in building and maintaining their investment portfolios.
Aaron is also qualified to give Superannuation advice having completed an Advanced Diploma in Financial Planning.
Authorisations
Aaron Charles Young can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
Aaron is accredited to provide tax (financial) service Advice.
Qualifications
- Bachelor of Commerce and Economics, University of Western Australia, 2019