Financial Adviser · MELBOURNE, VIC

Daniel Achille Aiello

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001008949

Daniel Achille Aiello is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Daniel is currently authorised under Consultum Financial Advisers Pty Ltd. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Business (Financial Planning) from Royal Melbourne Institute of Technology (RMIT). Daniel 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013
Bachelor Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2015
RG146 928 Margin Lending
Kaplan Professional Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
May 2015 - May 2021 Ceased

Source: ASIC Financial Advisers Register