Director - Financial Planning
Current
Sep 2018 - Present
AeroLeads people directory · profile
Daniel Aiello Email & Phone Number
Director - Financial Planning at Ufinancial
at
Ufinancial
1 work email found
@ufinancial.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Financial Planning at Ufinancial
Location
Greater Melbourne Area, Australia
Company size
Who is Daniel Aiello? Overview
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Quick answer
Daniel Aiello is listed as Director - Financial Planning at Ufinancial at Ufinancial, a with 23 employees, based in Greater Melbourne Area, Australia. AeroLeads shows a work email signal at ufinancial.com.au and a matched LinkedIn profile for Daniel Aiello.
Daniel Aiello previously worked as Director - Financial Planning at Ufinancial and Financial Adviser at Peterson Group Financial Planning. Daniel Aiello holds Bachelor Of Business, Financial Planning from Rmit University.
Company email context
Email format at Ufinancial
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{first}.{last}@ufinancial.com.au
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AeroLeads found 1 current-domain work email signal for Daniel Aiello. Compare company email patterns before reaching out.
Profile bio
About Daniel Aiello
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.Away from work, my personal interests include spending time with family, travelling, soccer and AFL.
Listed skills include Financial Analysis, Financial Modeling, Investments, Portfolio Management, and 7 others.
Current workplace
Daniel Aiello's current company
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Ufinancial
4 roles
Daniel Aiello work experience
A career timeline built from the work history available for this profile.
Financial Adviser
Jun 2015 - Sep 2018
Associate Adviser
Jun 2013 - Jun 2015
Employee
Michael A. Palma & Co. Chartered Accountants
Aug 2007 - May 2013
Team & coworkers
Colleagues at Ufinancial
Other employees you can reach at ufinancial.com.au. View company contacts for 23 employees →
AB
Andrew Boseley
Colleague at UfinancialMelbourne, Victoria, Australia
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JD
Jack Dariol
Colleague at UfinancialGreater Melbourne Area, Australia
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RL
Racquel Liporada
Colleague at UfinancialMetro Manila, Philippines
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LD
Leigh Deledio
Colleague at UfinancialGreater Melbourne Area, Australia
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PM
Paul Montgrain
Colleague at UfinancialEnglewood, Colorado, United States
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TC
Trent Clyne
Colleague at UfinancialGold Coast, Queensland, Australia
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NM
Nicole Mcatee
Colleague at UfinancialMelbourne, Victoria, Australia
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DS
Daniel Seuren
Colleague at UfinancialNorthcote, Victoria, Australia
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RM
Rochelle Mendoza
Colleague at UfinancialPhilippines
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AR
Amber Renna (Formerly Linzner) - Your Mortgage Broker
Colleague at UfinancialGreater Melbourne Area, Australia
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Andrew Boseley
Colleague at UfinancialMelbourne, Victoria, Australia
View →
JD
Jack Dariol
Colleague at UfinancialGreater Melbourne Area, Australia
View →
RL
Racquel Liporada
Colleague at UfinancialMetro Manila, Philippines
View →
LD
Leigh Deledio
Colleague at UfinancialGreater Melbourne Area, Australia
View →
PM
Paul Montgrain
Colleague at UfinancialEnglewood, Colorado, United States
View →
TC
Trent Clyne
Colleague at UfinancialGold Coast, Queensland, Australia
View →
NM
Nicole Mcatee
Colleague at UfinancialMelbourne, Victoria, Australia
View →
DS
Daniel Seuren
Colleague at UfinancialNorthcote, Victoria, Australia
View →
RM
Rochelle Mendoza
Colleague at UfinancialPhilippines
View →
AR
Amber Renna (Formerly Linzner) - Your Mortgage Broker
Colleague at UfinancialGreater Melbourne Area, Australia
View →
4 education records
Daniel Aiello education
Bachelor Of Business, Financial Planning
Certificate Iv In Finance And Mortgage Broking
Bachelor Of Business, Accounting And Finance
High School, Vce
Mazenod College
FAQ
Frequently asked questions about Daniel Aiello
Quick answers generated from the profile data available on this page.
What company does Daniel Aiello work for?
Daniel Aiello works for Ufinancial.
What is Daniel Aiello's role at Ufinancial?
Daniel Aiello is listed as Director - Financial Planning at Ufinancial at Ufinancial.
What is Daniel Aiello's email address?
AeroLeads has found 1 work email signal at @ufinancial.com.au for Daniel Aiello at Ufinancial.
Where is Daniel Aiello based?
Daniel Aiello is based in Greater Melbourne Area, Australia while working with Ufinancial.
What companies has Daniel Aiello worked for?
Daniel Aiello has worked for Ufinancial, Peterson Group Financial Planning, and Michael A. Palma & Co. Chartered Accountants.
Who are Daniel Aiello's colleagues at Ufinancial?
Daniel Aiello's colleagues at Ufinancial include Andrew Boseley, Jack Dariol, Racquel Liporada, Leigh Deledio, and Paul Montgrain.
How can I contact Daniel Aiello?
You can use AeroLeads to view verified contact signals for Daniel Aiello at Ufinancial, including work email, phone, and LinkedIn data when available.
What schools did Daniel Aiello attend?
Daniel Aiello holds Bachelor Of Business, Financial Planning from Rmit University.
What skills is Daniel Aiello known for?
Daniel Aiello is listed with skills including Financial Analysis, Financial Modeling, Investments, Portfolio Management, Financial Markets, Wealth Management, Management Consulting, and Analysis.
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