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Aaron Miller
Director at Kelly+Partners Private Wealth
Aaron Miller, associated with the LinkedIn username aaron-miller-9736b67a
, is a financial professional who has recently transitioned roles. Here are the key points about his background and current position:
Previous Role at Kelly+Partners Private Wealth
- Aaron Miller was a Director and Financial Adviser at Kelly+Partners Private Wealth, based in the Greater Sydney Area. He held this position from May 2020 to October 2024.234
- During his time at Kelly+Partners, he was entitled to a share of the profits and was authorized to provide advice in various areas of financial planning, including financial coaching, cash flow management, estate planning, risk management, and investment portfolio design and implementation. However, he was not authorized to provide advice on margin lending.1
Education and Qualifications
- Aaron Miller holds a Master's in Financial Planning and Services and a Graduate Diploma in Financial Planning.
Current Role
- As of November 2023, Aaron Miller has transitioned to a role as a Consultant at Fitzpatricks Private Wealth.2
In summary, Aaron Miller is a seasoned financial adviser with a strong background in financial planning and wealth management, having worked at Kelly+Partners Private Wealth before moving to Fitzpatricks Private Wealth.
Highlights
Apr 14 · info.kellypartners.com.au
[PDF] Financial Services Guide - Kelly+Partners
Oct 25 · commonfund.org
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