Daniel Aitken
Financial Adviser in Canterbury, Victoria, Australia
Review Daniel Aitken
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000354662
- Location
- Canterbury VIC 3126
- Licensee
- Halcyon Wealth Management Pty Ltd (AFSL 513308)
- Authorised since
- 18 March 2019
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University (2009); Accredited Derivatives Adviser Level 1, Kaplan Professional Education (2017); Certified Financial Planner, Financial Planners Association (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Aitken
Daniel Aitken is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canterbury, Victoria (adviser number 000354662).
Daniel provides advice as an authorised representative of Halcyon Wealth Management Pty Ltd, which holds Australian financial services licence 513308. That authorisation dates from 18 March 2019.
According to the register, Daniel first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Deakin University, 2009), Accredited Derivatives Adviser Level 1 (Kaplan Professional Education, 2017) and Certified Financial Planner (Financial Planners Association, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Daniel Aitken here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Daniel Aitken a registered financial adviser?
Yes. Daniel Aitken is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000354662.
Which licensee does Daniel Aitken work under?
Halcyon Wealth Management Pty Ltd, Australian financial services licence 513308.
What can Daniel Aitken give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives.