Meet our Brisbane team

As the birthplace of Aware Investment Management Group (AIMG), our Brisbane premises acts as the head office for the company. Initially established by Darrel Steer and Perry Wilkey over 15 years ago, Perry remains as the sole practice principal and managing director of AIMG. To accommodate for the expansion of the business, the Brisbane office recently moved from it's original location in Park Road to a larger office in Kilroe Street, Milton. AIMG Brisbane currently employs three senior advisers and two experienced support staff.

CFP® and FPA Professional Practice - what do they mean? Our advisers are constantly furthering their knowledge and skills. Several of our advisers have been accredited as Certified Financial Planners® whilst others are working toward this highly regarded Mark. CFP® certification is the global symbol of excellence in financial planning. It is awarded by the Financial Planning Association of Australia (FPA) to individuals who have gone beyond the competency, ethics and professional standards of other FPA practitioner members. Each year CFP® Professionals must renew their right to use the Mark.

Our office has also been accredited as an FPA Professional Practice. By awarding this title, FPA recognises that Aware Investment Management Group is a financial planning practice people can trust. Only practices providing the highest quality financial advice in their community can use the title. To date there are just 30 FPA Professional Practices in Australia.

As a client, choosing CFP® professional and an FPA Professional Practice gives you confidence that the advice you receive will be of the highest standard. To find out more about the FPA's standards for membership, CFP® professionals and Professional Practices click here.

	Perry Wilkey, Practice Principal and Authorised Representative Perry studied Accountancy and Economics at the San Jose State University and became a Financial Planner in 1983, specialising in Estate Planning, Federal and State Taxation and property disposition. He holds a Diploma of Financial Planning from Deakin University. He is a Certified Financial Planner®. Perry has extensive corporate management, marketing and training experience and is also the Managing Director of NOW Financial Group.
	Jared Wilkey, Senior Adviser and Authorised Representative Jared has worked in the financial services industry since 2003 and has been an Authorised Representative with Aware Investment Management Group since 2005. In 2011 he became a Director of Aware. Jared specialises in investment, superannuation, taxation, risk management and retirement planning. He has holds an Advance Diploma of Financial Services (Financial Planning) and is currently completing a Bachelor of Business in Financial Planning through RMIT. He is also studying the Certified Financial Planning course with FPA. This is the final step toward achieving CFP® status.
	Aaron Steer, Senior Adviser and Authorised Representative Aaron Steer has an enviable background in owning and operating a successful small business with a staff of 25. He has been recognised by the National Retail Association with an award for his management and business skills. Aaron's experience in business means he is well placed to advise a wide range of clients and small business owners on the financial issues and needs facing people today. Aaron holds a Diploma of Financial Services (Financial Planning) and is currently completing an Advanced Diploma of Financial Services.
	Terry Constable, Client Services Manager Terry joined Aware Investment Management Group in 2010 after completing a Bachelor of Business from QUT. He is currently completing a Diploma of Financial Services (Financial Planning) and plans to continue his studies to gain further accreditation within the financial services industry. Terry's role within the firm is continually evolving. Predominately he focuses on supporting the advisers in the firm and managing communications both to clients and between Aware's three offices.
	Kate Bartlett, Client Services Officer Kate is the newest member to our team and holds a Bachelor of Business from QUT. Kate assists the advisers in the firm and is responsible for the day to day running of the office. Moving forward Kate has chosen to specialise her studies in the financial services industry. More often than not Kate will be your first point of contact in the Brisbane office and will be able to assist with most general enquiries.