Aaron Kelleher-Jones

Aaron Kelleher-Jones Email and Phone Number

Financial Designer at Elementary Financial @ Elementary Financial Limited
sutton coldfield, birmingham, united kingdom
Aaron Kelleher-Jones's Location
Geelong, Victoria, Australia, Australia
Aaron Kelleher-Jones's Contact Details

Aaron Kelleher-Jones phone numbers

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.

Aaron Kelleher-Jones's Current Company Details
Elementary Financial Limited

Elementary Financial Limited

View
Financial Designer at Elementary Financial
sutton coldfield, birmingham, united kingdom
Employees:
2
Aaron Kelleher-Jones Work Experience Details
  • Elementary Financial Limited
    Designer Financial
    Elementary Financial Limited Oct 2015 - Present
    Geelong
  • Elementary Financial
    Financial Designer
    Elementary Financial Oct 2015 - Present
    Geelong
  • Hillross Elementary Financial
    Director
    Hillross Elementary Financial Oct 2015 - Oct 2017
    Geelong
    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.
  • Westpac
    Senior Financial Planner
    Westpac Jul 2010 - Sep 2015
    Geelong Area
    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.
  • Bendigo And Adelaide Bank
    Financial Advisor
    Bendigo And Adelaide Bank Aug 2003 - Jul 2010
    Geelong Area
    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.
  • Commonwealth Bank
    Sales Manager
    Commonwealth Bank Sep 1989 - Aug 2003
    Geelong Area
    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 Skills

Sales Management Wealth Management Customer Service Relationship Management Superannuation Banking Portfolio Management Investments Financial Risk Life Insurance Finance Financial Services Risk Management

Aaron Kelleher-Jones Education Details

Frequently Asked Questions about Aaron Kelleher-Jones

What company does Aaron Kelleher-Jones work for?

Aaron Kelleher-Jones works for Elementary Financial Limited

What is Aaron Kelleher-Jones's role at the current company?

Aaron Kelleher-Jones's current role is Financial Designer at Elementary Financial.

What is Aaron Kelleher-Jones's direct phone number?

Aaron Kelleher-Jones's direct phone number is +614311*****

What schools did Aaron Kelleher-Jones attend?

Aaron Kelleher-Jones attended Kaplan Professional, Kaplan Professional, Geelong Secondary College, Kaplan Professional, Kaplan Professional, Kaplan Professional.

What are some of Aaron Kelleher-Jones's interests?

Aaron Kelleher-Jones has interest in Social Services, Children, Civil Rights And Social Action, Education, Environment, Human Rights, Animal Welfare, Health.

What skills is Aaron Kelleher-Jones known for?

Aaron Kelleher-Jones has skills like Sales Management, Wealth Management, Customer Service, Relationship Management, Superannuation, Banking, Portfolio Management, Investments, Financial Risk, Life Insurance, Finance, Financial Services.

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