Daniel Aitken Email & Phone Number
Director @ Halcyon Private Wealth
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Daniel Aitken Location
- Melbourne, VIC, AU
Daniel Aitken Work
- 2017 -now Director @
- 2012 -2017 Senior Associate Adviser @
Daniel Aitken Education
- Financial Planning Association of Australia
Certified Financial Planner
2014-2017 - Deakin University
Bachelor of Commerce - BCom
2006-2009 - Caulfield Grammar School
High School
1997-2004
Daniel Aitken Skills
- Capital Gains Tax
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Budgeting
- Superannuation
- Tax
- Management
- Investments
- Risk Management
- Asset Management
- Cash Flow
- Finance
- Personal Insurance
- Financial Services
- Retirement Planning
- Equities
- Financial Planning
Daniel Aitken Summary
- Daniel Aitken, based in Melbourne, VIC, AU, is currently a Director at Halcyon Private Wealth. Daniel Aitken brings experience from previous roles at Halcyon Private Wealth. Daniel Aitken holds a 2014 - 2017 Certified Financial Planner @ Financial Planning Association of Australia. With a robust skill set that includes Capital Gains Tax, Estate Planning, Portfolio Management, Strategic Financial Planning, Budgeting and more. Daniel Aitken has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Halcyon Private Wealth Employees
Daniel Aitken
Director
Melbourne, VIC, AU
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