Aiden Curtis
BBus GradDipFinPlan
Financial Adviser
My aim is to provide high quality, tailored investment advice that meets your financial goals. I place an emphasis on building strong, long-term relationships by providing sound advice and consistent service.”
Aiden completed a Bachelor of Business at the University of Technology Sydney (UTS) prior to joining Morgans. He is fully qualified to give financial advice and holds a Graduate Diploma in Financial Planning (UTS). Aiden is passionate about investment markets and helping clients reach their financial goals.
Investment Style
Aiden's investment approach changes proactively with the financial position and goals of his clients. When selecting investments, Aiden applies investment principles to carefully identify new opportunities in all sectors of the market. Aiden focuses on portfolio construction and long-term portfolio management.
Services and Specialties
Fixed Interest and Cash Management
Superannuation Advice
Stockbroking
Wealth Management
Self-Managed Super Funds
Investment Advice
Qualifications and Professional Affiliations
Graduate Diploma in Financial Planning
Bachelor of Business
Associations
No items found.
Competencies
Securities
Financial Planning
Generic
Superannuation
Managed Investments
I am employed by Equitor Pty Ltd which operates the business of Morgans Financial Limited - Neutral Bay. My employer remunerates me by way of salary.
