Aa Financial Planning

Specialties

Accounting, Property Tax Advice, Business & Tax Management, Tax Returns, 457 Visa, FIFO tax, Financial Planning, Superannuation, Investment, GESB Super, Life Insurance, Mortgage Broking, First Home Buyers, Investment Property, Owner Occupied, Vehicle Loans, Chattel Mortgage.

History

Established in 2009.

About 5 years after AA Tax Management opened its door to its first customers, the AA team has brought to itself an even more exciting developments. Three good friends have decided to join force to better service their clients.

At the helm are Alison, the accountant. Kane, the financial planner. Leo, the mortgage broker. Supported by our friendly and professional staffs.

Our common spirit is to improve your financial wellbeing. And by working closely together, we hope to enhance your financial affairs experience by providing good value for money with the highest quality service.

On behalf of all AA Tax and Finance team, we look forward to see you next time.

Meet the Business Owner

Kane J.

Business Owner

Kane has years of experience in various organisations within the financial planning industry. He was also once part of the GESB Financial Advice team and therefore knows the ins and outs of GESB funds. Kane attained a Graduate Diploma of Financial Planning qualification from Kaplan in November 2011. Kane is a Certified Financial Planner Professional (attained in January 2014) and is a member of the Financial Planning Association (FPA) Australia.