My focus is to get a comprehensive understanding of my client’s dreams, beliefs, values and the challenges they face and then provide advice so that they can achieve their financial and lifestyle goals.
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Financial AdvisorUnisuper Jan 2024 - Present -
Financial PlannerLink Group (Lnk) May 2022 - Jan 2024Perth, Western Australia, Australia -
Associate AdviserBoutique Advisers Private Wealth Jun 2019 - May 2022Subiaco, Western Australia, AustraliaBoutique Advisers are committed to helping you achieve your wealth, lifestyle and legacy goals through a consultative, planning-based approach - with a customised solution and guided implementation. We see building close relationships as an integral part of helping our clients build and manage their financial situation. Boutique’s own Five Pillars of Advice process will give you the comfort of a stepped approach to best improve your Financial Life. From your initial discovery meeting through to our regular progress meetings, we are with you every step of the way to keep you on track.At Boutique Advisers we start with gaining an understanding of you as a person – The Discovery Meeting is where we get to understand your goals & objectives, your current stage of life including your family situation and work life. With this information, we create your Advice Map and provide, through a collaborative approach, Your Financial Life Model. We help you identify all of the opportunities that are available to you in order to structure your financial planning affairs efficiently. We put in place all of the agreed strategies and then we monitor your performance, to make sure you are on track to achieve your life and business goals. We provide ongoing advice to a wide range of clients throughout different stages of life, with differing backgrounds and needs. Through years of experience, our advisers, who have specialised experience in all areas of the financial planning process, are confident of building a valuable and long term relationship with you, our client. -
Financial PlannerInfocus Wealth Management Aug 2015 - Apr 2019
Aaron Wain Education Details
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Financial Planning -
Commerce
Frequently Asked Questions about Aaron Wain
What company does Aaron Wain work for?
Aaron Wain works for Unisuper
What is Aaron Wain's role at the current company?
Aaron Wain's current role is Financial Adviser.
What schools did Aaron Wain attend?
Aaron Wain attended Curtin University, Murdoch University.
Who are Aaron Wain's colleagues?
Aaron Wain's colleagues are Santhosh Dora, Angela Hales, Mark Dickenson, Kayci Camilleri, Frea Packham, Stefan Spaseski, Andrew Mayes.
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