About Us:

A&A Financial Planning Pty Ltd is a boutique Australian financial planning firm, privately owned and operated without allegiance to any banking or financial institution. This means we are free to offer a wider range of high quality financial solutions that are specifically tailored to your needs. We are strong believers in holistic financial planning and have always focused on providing needs based financial services.

The principal of the firm, Taran Aujla has a background in engineering which helps him keep abreast with the latest technical strategies and forming reasonable basis for advice. Taran has more than ten years experience in dealing with people for financial planning as well as other services both in Australia and oversees resulting in forming very good client relationship skills. Taran has completed the CFP education pathway programme of FPA and also holds an Advanced Diploma in Financial Services (FP). He is also a Justice of Peace and is very actively involved in voluntary work with not for profit organisation (Simran House Inc). Taran is an authorised representative of My Adviser Pty Ltd and holds a property authority (No: 279078) to provide advice as a Financial Planner.

A&A Financial Planning Pty Ltd is a corporate authorised representative of My Adviser Pty Ltd

About My Adviser Pty Ltd (Licensee):

My Adviser Pty Ltd (formerly Australian Investment & Financial Planners Pty Ltd) is licensed by the Australian Securities & Investments Commission (ASIC) as an Australian Financial Services Licencee with the Australian Financial Services Licence Number 238307. This means that the Company and its representative Planners can have professional access to all major institutions and still protect the interest of clients in all their transactions. The advisers don't act for the institutions that are promoting the investments or services - they act for you.

My Adviser was established in 1995 by a group of professionals whose direct experience in holistic financial planning dates back to the early 1980s. Before that time they each had mature careers in fields such as banking, accounting or corporate management.

My Adviser is owned by its financial planning professionals and associated companies. No shares are held by any bank or insurance company. Our advisers are completely free to select the investments that best suit your needs from the many options available.

My Adviser subscribes to a variety of Research services. The reports from these services are then assessed in-house to provide you with our own views and investment outlook based on the opinions of a great many global experts. We don't depend on just one 'guru' whose opinions are unlikely to be balanced and even less likely to produce the right answers consistently.

My Adviser is a Principal Member of the Financial Planning Association of Australia Ltd (FPA) and is happy to be bound by the Association's Code of Ethics and Rules of Professional Conduct.

My Adviser financial planners have been described as 'Innovative Conservatives'. We strive to combine old standards of ethics and caring professionalism with the latest processes, services and techniques. Information technology makes it possible for us to help you in ways that were not dreamt of only 10 years ago.

Our Alliances:

A&A Financial Planning have alliances with quality Businesses around the country. These businesses specialise in various industries such as:

• Taxation and Accounting
• Property
• Mortgages / Finance
• Business Coaching
• Law
• Motor Vehicles

These businesses provide an additional service to the clients of A&A Financial Planning.

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