Financial Adviser
· CANTERBURY, VIC
Daniel Aitken
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000354662
Daniel Aitken is a financial adviser based in Canterbury, Victoria, with 16 years of experience in the financial services industry since 2010. Daniel is currently authorised under Halcyon Wealth Management, operating through Halcyon Private Wealth. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Certified Financial Planner from Financial Planners Association. 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Financial Planning)
Deakin University
2017
Accredited Derivatives Adviser Level 1
Kaplan Professional Education
2017
Certified Financial Planner
Financial Planners Association
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register