Aaron Klumpp
Senior Associate Wealth Adviser
Aaron Klumpp has been working in the financial services industry for over 10 years, with experience in both Australia and the UK. He specialises in investment advice, risk management, superannuation and retirement planning.
Aaron also provides advice on direct equity portfolios, general and business insurance as well as corporate super, estate planning, self-managed super funds and aged care.
His qualifications include a Diploma of Financial Advising, Fellow Chartered Financial Practitioner (FChFP) designation, Certificate of Superannuation Management, Securities Specialist Knowledge (Kaplan), ASX ALPA Accreditation and Risk Management (Kaplan), Self-Managed Super Funds (Cavendish).
Aaron Klumpp FChFP, Dip FP
Senior Associate Wealth Adviser , Authorised representative
