Daniel Aitken's Location
Melbourne, VIC, AU
Daniel Aitken's Work
- Director @ Halcyon Private Wealth
- Senior Associate Adviser @ Halcyon Private Wealth
Daniel Aitken's 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's Skills
- Capital Gains Tax
- Estate Planning
- Portfolio Management
- Strategic Financial Planning
- Budgeting
- Superannuation
- Tax
- Management
- Investments
- Risk Management
Daniel Aitken's Summary
Daniel Aitken, based in Melbourne, VIC, AU, is currently a Director at Halcyon Private Wealth, bringing 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 contributes valuable insights to the industry. Daniel Aitken has 1 email and 1 mobile phone number on RocketReach.
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