Aaron has over 10 year’s experience in Wealth Management having joined Leeuwin Wealth from a leading, international wealth management firm. Aaron has extensive experience across High Net Worth investors, Self-Managed Superfunds, Foundations and Institutional clients, but also takes pride in helping retail investors achieve their financial goals. Aaron believes strong relationships are key to a successful investment strategy and as such places a high importance on being accessible, flexible and accommodating for clients.
Aaron’s investment philosophy can be summarised by 3 key attributes – diversification, liquidity and transparency. With this in mind he helps build client’s wealth through long term portfolios focused on direct equities while using our Leeuwin Wealth’s internal asset allocation model to diversify across asset classes. This gives clients transparency and control across how they are invested while using the Leeuwin Wealth Plus service to remove the administrative burden.
Post completing a double degree in Commerce and Economics at the University of Western Australia, Aaron has also completed an Advanced Diploma in Financial planning in order to provide Superannuation advice to clients.
Outside of work Aaron loves cooking and is always keen to explore new food experiences. He believes sharing a meal with someone is the best way to bridge cultures and break down barriers with people. When he isn’t eating, he spends most of his free time with his two young sons, ideally at the beach or going for a light run to reset.