Daniel Aiello

Ufinancial

Gold
7 Yrs Experience
Melbourne, VIC 3004
Passionate Financial Adviser with experience providing advice to people at each stage of life. Renowned for my authentic and personal approach, my focus is on showing clients how to plan for financial independence, not just retirement. I take time to listen and ask questions to establish what my clients are looking to achieve. I then present a unique tailored plan that is easy to understand and follow. Delivering transparent value to my clients year on year to ensure that their financial plan evolves with never ending changes to their situation and priorities. I am a member of the Association of Financial Advisers (AFA) and uphold their codes of conduct and focus on client’s best interests.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Ufinancial

Level 4, 580 St Kilda Rd
Melbourne, VIC 3004

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
12 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Daniel took the time to answer all my questions and explain things clearly. His professionalism throughout the process was outstanding."

  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel takes the time to clearly explain every detail so that it makes sense in laymans terms. He is also so flexible with appointment times. He is very experienced and i felt comfortable that my future wealth creation was in his hands. Thankyou Daniel"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel was able to give me detailed, clear and concise advice on the policies which best suited me and my position. He made the process easy for me while ensuring I understood the rationale behind his recommendations at each stage. I feel confident Daniel has my best financial interests at heart and has put me in the best possible position for the future."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Through Daniel's knowledge and experience, I feel very confident that the advice given was right for my needs. Daniel has been extremely attentive and is always happy to answer any questions I have in a timely manner. I highly recommend him!"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I'm a self employed director of a services company. Daniel gave me advice on the different types of personal insurances available to me and we implemented several insurances. I feel very confident that i'm now adequately protected if something were to happen to me and I couldn't work. His advice/recommendations were really tailored and took into account both my current position and future intentions. Everything was put in place really quickly and I was always updated on the status of my applications etc. Highly recommend."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I cannot rate Daniel highly enough. He helped me in a very difficult time after my husband died and the Superannuation company I was dealing with were not playing nice. Thanks to his advice, guidance and expertise- we managed to get 100% of the funds back. An absolute professional who is extremely caring, honest and truly cares about his clients best interests."

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel is amazing! He has given us advice in areas including budgeting, life insurance policies, self managed super funds and managing debt. Daniel was always able to explain things to me and my partner in a clear way. Through Daniel's knowledge and experience, we feel very confident that the advice given was right for my needs. We always received Daniel's full care and attention, and always look forward to seeing him. He has taken a massive weight off our shoulders by tracking our spendings and the monthly reports we get have helped us stay on track with our budget. We would highly recommend using Daniel's services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My partner and I first saw Daniel because we were always so stressed about money despite working good jobs and feeling like we weren't very wasteful. Daniel has relieved so much financial pressure on us and we have reached savings goals we though could take years. He has also put in place measures to protect us financially. I highly recommend his service!"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Daniel helped us get our budget on track so that we can pay our mortgage off by retirement. He’s helping us borrow for a renovation and also took care of all our insurance and super accounts."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Daniel came along when l really needed important advice and a health plan and he met 100% of my expectations and have recommended his services to my friends. Thank you."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2013

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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