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@rmblack.com.au
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Aaron Ross-Connolly is listed as Executive Director at Super Myway & IDS Super, based in Greater Perth Area, Australia, Australia. AeroLeads shows a work email signal at rmblack.com.au and a matched LinkedIn profile for Aaron Ross-Connolly.
Aaron Ross-Connolly previously worked as Director at Rmblack and Executive Director at iPortfolio at Iportfolio Corporation. Aaron Ross-Connolly holds Tasaclv1 Commercial Law from Kaplan Australia.
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Discover the proven approach to a completely transparent, efficient & detailed portfolio reporting platform through the iPortfolio platform. Are you a Financial Adviser who manages both domestic and international direct equity portfolios on behalf of clients?Your ability to influence and engage with your clients is your competitive advantage in growing your business. We work with Financial Advisers to implement state-of-the-art portfolio management and tax reporting to help scale your business for vastly improved financial and compliance outcomes.Schedule a complimentary meeting so we can discuss how you can start to get more out of your portfolio management and SMSF administration systems.Please visit www.iportfolio.com.au and www.smsflite.com.auWhat do you need help with?Do you want to charge recurring portfolio wealth management fees?Do you want to improve your client engagement while at the same time have more organised clients?Do you want to improve the level of reporting and transparency client's obtain about their portfoliosDo you want to make things easy and simple for clients?Do you want to make it easy for clients to understand the benefit and value of your advice?What is the offer?Created by advisors for advisors, iPortfolio is a revolutionary new cloud based wealth management platform. It's a whole new way for Financial Advisers to achieve scalability by overcoming common challenges such as obtaining detailed, accurate, thorough and cost effective portfolio reporting and tax information that often stop them from achieving better financial and compliance results for themselves and their business.Want to know more?Phone 0417 978 920Email client.services@iportfolio.com.auWebsite: www.iportfolio.com.au & www.smsflite.com.auFun fact?I am also a farmer (I need that connection to nature) and I am patiently hatching a Truffle farm.
Listed skills include Investments, Equities, Portfolio Management, Wealth Management, and 21 others.
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East Perth
I became involved with Super Myway as a result of my work as a financial adviser. At the time I had more than 100 clients with SMSFs and these were all administered by a various collection of accountants (about 20 in total). The biggest problem with this arrangement was a fundamental lack of access to information. For example, a client would call and ask.
Perth, Western Australia, Australia
Financial services business that specialises in direct equity wealth management.
Perth, Australia
I became a financial adviser in May 2000.Prior to that I had been working as a Chemical Engineer. A lot of people have expressed some surprise at this career change - but really, both professions involve a lot of analysis and communication of outcomes - so in my estimate, they are really not that very different. My real drive in becoming a financial.
Perth, Western Australia
This is where I started by Advisor career. I started during the depths of the Tech Bubble and to say it was a 'baptism by fire' was an understatement. But it taught me so much about investing - especially what not to do. But it was tough and I remember due to daylight saving we would have to be in the office at 6.00am. To wake up, I would take a fully cold.
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Aaron Ross-Connolly works for Super Myway & IDS Super.
Aaron Ross-Connolly is listed as Executive Director at Super Myway & IDS Super.
AeroLeads has found 1 work email signal at @rmblack.com.au for Aaron Ross-Connolly at Super Myway & IDS Super.
Aaron Ross-Connolly is based in Greater Perth Area, Australia, Australia while working with Super Myway & IDS Super.
Aaron Ross-Connolly has worked for Super Myway & Ids Super, Rmblack, Iportfolio Corporation, Canaccord Genuity Australia, and Abn Amro Morgans.
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Aaron Ross-Connolly holds Tasaclv1 Commercial Law from Kaplan Australia.
Aaron Ross-Connolly is listed with skills including Investments, Equities, Portfolio Management, Wealth Management, Strategic Financial Planning, Securities, Derivatives, and Retirement Planning.
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