DANIEL ACHILLE AIELLO

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001008949

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2015

Registration Date

29/05/2015

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

πŸ“š Qualifications & Training

2013 - Bachelor Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology (RMIT)
2015 - RG146 928 Margin Lending - Other - Kaplan Professional Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.