See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Aaron Ayoub profile image

Aaron Ayoub

Team Leader - Advice and Strategy at Superannuation Advice Australia
Intro Book
Financial professional with expertise in portfolio management and wealth management.
  • Claim this Profile
Location
Gold Coast, Queensland, Australia, AU
Skills
  • Portfolio Management
  • Wealth Management
  • Financial Planning
  • Risk Management
  • Investments
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Aaron Ayoub is a seasoned financial professional with extensive experience in portfolio management, wealth management, and financial planning. He has held various roles in senior paraplanning, adviser support coordination, and team leadership. Aaron holds a Bachelor of Business (Applied Finance) and has completed specialist courses in SMSF. He is based on the Gold Coast, Queensland, Australia.

Experience

  • Superannuation Advice Australia
    • Australia
    • Financial Services
    • 100 - 200 Employee
    • Team Leader - Advice and Strategy
      • Jul 2022 - Present

    • Paraplanner / Executive Assistant
      • Apr 2021 - Present

  • Quill Group | Business Accounting & Financial Planning
    • Southport, Queensland, Australia
    • Account Manager
      • Oct 2020 - Apr 2021
      • Southport, Queensland, Australia

  • Findex
    • Gold Coast
    • Adviser Support Coordinator / Senior Paraplanner
      • Feb 2019 - Aug 2020
      • Gold Coast

  • Fiscal Liberty
    • Melbourne, Australia
    • Founder
      • Dec 2013 - Jan 2019
      • Melbourne, Australia

      Outsourced Paraplanning Solutionswww.fiscalliberty.com.au

  • Choice Capital
    • Melbourne, Australia
    • Senior Paraplanner
      • Feb 2013 - Dec 2013
      • Melbourne, Australia

  • InWealth Financial Services
    • Melbourne, Australia
    • Outsourced Senior Paraplanner
      • Jul 2012 - Dec 2012
      • Melbourne, Australia

      Preparing SoAs for Westpac Bank via InWealth.

  • Provisio Technologies
    • Melbourne, Australia
    • Senior Business & Finance Analyst
      • Oct 2010 - May 2012
      • Melbourne, Australia

  • ANZ
    • Melbourne, Australia
    • Senior Paraplanner
      • Oct 2009 - Apr 2010
      • Melbourne, Australia

      6 Month Contract

  • Macquarie Group
    • Sydney, Australia
    • Insurance Technical Consultant
      • Jan 2009 - Oct 2009
      • Sydney, Australia

  • Macquarie Group
    • Sydney, Australia
    • Strategic Wealth Analyst / Senior Paraplanner
      • Jan 2006 - Aug 2008
      • Sydney, Australia

  • ipac
    • Sydney, Australia
    • Paraplanner
      • Apr 2005 - Jan 2006
      • Sydney, Australia

  • Quantum Group
    • Sydney, Australia
    • Junior Paraplanner / Adviser Assistant
      • Dec 2004 - Apr 2005
      • Sydney, Australia

  • MLC Limited
    • Sydney, Australia
    • Work in Progress Consultant
      • Aug 2003 - Dec 2004
      • Sydney, Australia

Education

  • 2002 - 2006
    University of Western Sydney
    Bachelor of Business (Applied Finance), Major - Financial Planning
  • 2013 - 2013
    University of Adelaide
    Cavendish SMSF Specialist Course

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles