Daniel Aiello

Ufinancial

Gold
9 Yrs Experience
Melbourne, VIC 3004

Passionate Financial Adviser with experience providing advice to people at each stage of life.

Renowned for my authentic and personal approach, my focus is on showing clients how to plan for financial independence, not just retirement.

I take time to listen and ask questions to establish what my clients are looking to achieve. I then present a unique tailored plan that is easy to understand and follow.

Delivering transparent value to my clients year on year to ensure that their financial plan evolves with never ending changes to their situation and priorities.

I am a member of the Association of Financial Advisers (AFA) and uphold their codes of conduct and focus on client’s best interests.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.98
  • Number of reviews 12
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Ufinancial

Level 4, 580 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323