Daniel Aiello

m : 0415 463 481
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Bachelor of Business (Financial Planning)
Certificate IV in Finance and Mortgage Broking

Daniel is a passionate Financial Adviser with experience providing advice to people at each stage of life. Renowned for his authentic and personal approach, his focus is on showing clients how to plan for financial independence, not just retirement.

Daniel takes time to listen and ask questions to establish what his clients are looking to achieve. He will then present a unique tailored plan that is easy to understand and follow.

Daniel delivers transparent value to his clients year on year to ensure that his client’s financial plan evolves with never ending changes to their situation and priorities.

He is a member of the Association of Financial Advisers (AFA) and upholds their codes of conduct and focus on client’s best interests.

Away from work, Daniel’s personal interests include spending time with family, travelling, soccer and AFL.