Aaron Kelleher-Jones Email & Phone Number
area 143
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Who is Aaron Kelleher-Jones? Overview
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Aaron Kelleher-Jones is listed as Designer Financial at Elementary Financial Limited, a with 2 employees, based in Geelong, Victoria, Australia. AeroLeads shows phone signal with area code 143 and a matched LinkedIn profile for Aaron Kelleher-Jones.
Aaron Kelleher-Jones previously worked as Financial Designer at Elementary Financial and Director at Hillross Elementary Financial. Aaron Kelleher-Jones holds Advance Diploma Of Financial Planning from Kaplan Professional.
Email format at Elementary Financial Limited
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About Aaron Kelleher-Jones
So, after 26 years, and 1 day, after many conversations with many people and guidance from many differing directions l created 'Elementary Financial'. And thus Elementary Financial begins 'a journey of a thousand miles starting with a single step' and will adopt a philosophy, an ethos which will look to bring as many people on a journey where we can work towards what we dream of, what we are looking for, what everyone's idea of financial freedom is. By establishing Elementary Financial, l have created the most precious resource of all, time and with time comes clarity and with clarity comes an excitement for what we will be able to achieve above and beyond just financial advice. So, when l thought about it l shaped my answer and began to shape my life by fulfilling my lifelong dream to have my own company. I am about people. I love it and love what l do.
Listed skills include Sales Management, Wealth Management, Customer Service, Relationship Management, and 9 others.
Aaron Kelleher-Jones's current company
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Aaron Kelleher-Jones work experience
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Financial Designer
Director
So, after 26 years, and 1 day, after many conversations with many people and guidance from many differing directions l created 'Elementary Financial' and have aligned with Hillross to be Geelong's newest Financial Services Company. And thus Elementary Financial begins 'a journey of a thousand miles starting with a single step' and will adopt a philosophy, an ethos which will look to bring as many people on a journey where we can work towards what we dream of, what we are looking for, what everyones idea of financial freedom is. By establishing Elementary Financial, l have created the most precious resource of all, time and with time comes clarity and with clarity comes an excitement for what we will be able to achieve above and beyond just financial advice. So, when l thought about it l shaped my answer and began to shape my life by fulfilling my lifelong dream to have my own company. I am about people. I love it and love what i do.
Senior Financial Planner
With the help of my peers, was able to refine the way in which l provided advice and also define my Client Value Proposition. During this time l completed my accreditation in Self Managed Super Funds, Margin Lending and Gearing. This was a defining time in my career as this led me to develop a love for the craft of Financial Advice however refine it to not only care about financial goals and needs but also to care about the emotional needs of my clients.Westpac also allowed me to create a client portfolio in an environment that worked for not only for the bank, but also myself and my clients.
Financial Advisor
Upon leaving the Commonwealth Bank l commenced a Bank Management role with Bendigo Bank and continued to complete the Advanced Diploma of Financial Planning. Upon completion l moved into a Financial Planner position until such time that l was approached by Westpac for a Senior Financial Planning position.
Sales Manager
Started off as a Teller and worked my way into Relationship Management and then Sales Management position specialising in Home and Investment Lending. During this period l went to school to complete the Diploma of Financial Planning and commenced the Advanced Diploma of Financial Planning. I left the Commonwealth Bank to further my self development to manage staff and to learn new management via another company.
Aaron Kelleher-Jones education
Advance Diploma Of Financial Planning
Diploma Of Financial Planning
Education record
Advanced Self Managed Superannuation Funds
Self Managed Superannuation Funds
Margin Lending And Geared Investments
Frequently asked questions about Aaron Kelleher-Jones
Quick answers generated from the profile data available on this page.
What company does Aaron Kelleher-Jones work for?
Aaron Kelleher-Jones works for Elementary Financial Limited.
What is Aaron Kelleher-Jones's role at Elementary Financial Limited?
Aaron Kelleher-Jones is listed as Designer Financial at Elementary Financial Limited.
What is Aaron Kelleher-Jones's phone number?
AeroLeads has found 1 phone signal(s) with area code 143 for Aaron Kelleher-Jones at Elementary Financial Limited.
Where is Aaron Kelleher-Jones based?
Aaron Kelleher-Jones is based in Geelong, Victoria, Australia while working with Elementary Financial Limited.
What companies has Aaron Kelleher-Jones worked for?
Aaron Kelleher-Jones has worked for Elementary Financial Limited, Elementary Financial, Hillross Elementary Financial, Westpac, and Bendigo And Adelaide Bank.
How can I contact Aaron Kelleher-Jones?
You can use AeroLeads to view verified contact signals for Aaron Kelleher-Jones at Elementary Financial Limited, including work email, phone, and LinkedIn data when available.
What schools did Aaron Kelleher-Jones attend?
Aaron Kelleher-Jones holds Advance Diploma Of Financial Planning from Kaplan Professional.
What skills is Aaron Kelleher-Jones known for?
Aaron Kelleher-Jones is listed with skills including Sales Management, Wealth Management, Customer Service, Relationship Management, Superannuation, Banking, Portfolio Management, and Investments.
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