Aaron Cattai Email & Phone Number
State Manager WA and SA and NT Insignia Financial @ MLC Expand
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Aaron Cattai Location
- Perth, WA, AU
Aaron Cattai Work
- State Manager WA and SA and NT Insignia Financial @ (April 2016 - Present)
- Investment Specialist @ NAB Asset Management (October 2010 - March 2016)
- Business Development Manager @ (August 2007 - September 2010)
- Business Development Manager @ ING Australia (January 2004 - January 2008)
Aaron Cattai Education
- Kaplan Professional
Master financial planning (Financial Planning and Services)
2020-2022 - Financial Planning Association of Australia
Certified Financial Planning, Certified Financial Planning Program (Financial Planning and Services)
2016-2017 - Deakin University
Diploma of Financial Planning (Financial Planning)
2000-2001 - Curtin University
Bachelor of Commerce (Banking & Finance)
1995-2000
Aaron Cattai Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Income
- Bonds
- Structured Products
- Insurance
- Retirement Planning
- Account Management
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- Superannuation
- Investments
- Financial Risk
- Business Development
- Relationship Management
- Managed Funds
- Asset Allocation
- Income Protection
- Investment Advisory
- Strategy
- Financial Services
- Equities
- Wealth Management
- Life Insurance
- Mutual Funds
- SMSF
- Strategic Financial Planning
- Savings
- High Net Worth Individuals
- Investment Strategies
- Risk Management
- Asset Management
- Wealth Accumulation
- Certified Financial Planner
- Wealth
- Personal Financial Planning
- Debt Management
- ETFs
- Term Life Insurance
- Inheritance Tax Planning
- Funding
- Retirement
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
Aaron Cattai Summary
- Aaron Cattai, based in Perth, WA, AU, is currently a State Manager WA and SA and NT Insignia Financial at MLC Expand. Aaron Cattai brings experience from previous roles at NAB Asset Management, AMP Capital Investors and ING Australia. Aaron Cattai holds a 2020 - 2022 Master financial planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions and more. Aaron Cattai has 2 mobile phone numbers on RocketReach.
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