Aaron Greaves
Financial Services Thought Leader • Adviser Growth Strategy • Large Scale Financial Services Strategy • Business Strategy • Lumiant Foundational Partner
- Role
- Foundational Partner at Lumiant
- Location
- Newport, RI, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Aaron Greaves
I began my journey in the financial services world back in 1996 as mortgage broker before…
Experience
Foundational Partner
Nov 2022 — Present · US
Education
Deakin University
Dip FP
2003
Skills
- Residential
- Asset Allocation
- Smsf
- Portfolio Management
- Strategic Financial Planning
- Wealth Creation
- Financial Planning
- Accounting
- Strategy
- Small Business
- Debt
- Wealth
- Asset Management
- Investment Properties
- Structuring
- Financial Reporting
- Property Within Smsf
- Superannuation
- Wealth Management
- Auditing
- Investments
- Finance
- Financial Structuring
- Tax
- Property Investing
- Wealth Protection
- Property
- Asset
- Real Estate
- Residential Homes
- Audit
- Equities
- Asset Managment
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