Our Financial Planners
Aron Levis, with nearly 20 years of experience at renowned Australian advice organizations such as AMP and BT, as well as working for the Australian Securities Investment Commission, brings a wealth of experience and a unique perspective to help clients achieve their financial and lifestyle goals.
Aron
Aron Levis, with nearly 20 years of experience at renowned Australian advice organizations such as AMP and BT, as well as working for the Australian Securities Investment Commission, brings a wealth of experience and a unique perspective to help clients achieve their financial and lifestyle goals.
Aron is passionate about helping individuals make the most of their situation and works closely with them to implement tailored plans that meet their specific needs. He possesses expertise across a wide range of financial planning issues, including insurance and risk management, investment strategies, and retirement income planning.
As a Certified Financial Planner with the Financial Planning Association, Aron holds a Graduate Diploma of Applied Finance and Investment, a Graduate Diploma in Financial Planning, and a Bachelor of Economics from the University of Adelaide. His commitment to excellence is evident as he was recently recognized as a finalist for a national adviser quality award.
Outside of work, Aron enjoys a fulfilling personal life with his spouse and two young children, who keep him engaged. He is a passionate sports supporter and relishes the experience of attending live games at Adelaide Oval or Hindmarsh Stadium.
Ryan
Ryan Kramer has been in the financial services industry since 1988 when he joined the Executor Trustee at the age of 18. Throughout his career, he has held various roles with fund managers and service providers, gaining valuable experience and expertise in the field.
Ryan has worked in administrative capacities as well as providing technical backup and support to the financial planners within those organizations. His experience encompasses a wide range of administrative and technical roles in financial planning businesses.
Currently, Ryan Kramer is a Financial Planner who holds the Certified Financial Planner (CFP) status and is a member of the Financial Planning Association of Australia. He is dedicated to providing advice designed to help clients reach their individual goals and maximize their financial potential. This includes assisting clients in planning for a comfortable retirement, making strategic investments for various life events, and ensuring the protection of families and businesses through proper contingency planning for unforeseen circumstances such as illness, accidents, or death.
Ryan’s extensive knowledge of financial strategies enables him to provide quality advice, helping individuals make informed investment decisions and optimize their financial resources. His broad knowledge and experience also allow him to complement the services and advice provided by our other Financial Planners
Outside of work, Ryan is married and enjoys keeping fit through activities like running and cycling.