Financial Adviser · OSBORNE PARK, WA

Gavin James Aitkins

OSBORNE PARK, WA

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001007856

Currently at

Menezies Wealth

Dunsborough, WA (firm address)

View firm profile

Gavin James Aitkins is a financial adviser based in Osborne Park, Western Australia, with 11 years of experience in the financial services industry since 2015. Gavin is currently authorised under Wealth Collective Adviser Services, operating through Menezies Wealth. Gavin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gavin's qualifications include a Bachelor of Business (Human Resource Management) from Edith Cowan University. Gavin is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Certificate IV in Business Management

West Coast TAFE

2006

Diploma of Business Management

West Coast TAFE

2009

Bachelor of Business (Human Resource Management)

Edith Cowan University

2014

RG146 Tier 1 GA Life Insurance

Kaplan Professional

2015

Diploma of Financial Planning

International Institute of Technology

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Wealth Collective Adviser Services Pty Ltd

Aug 2022 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Aug 2016 - Aug 2022 Ceased

Not Authorised for SMSF

Charter Financial Planning Limited

Apr 2015 - Aug 2016 Ceased

Source: ASIC Financial Advisers Register