A city skyline at night with a boat in the water.
Aiden Curtis

Aiden Curtis

BBus GradDipFinPlan
Authorised representative number: 001299550

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

Superannuation Advice
Wealth Management
Investment Advice
Fixed Interest and Cash Management
Self-Managed Super Funds
Stockbroking

Industry Experience

Sectors Covered

Aiden Curtis's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Business
Graduate Diploma in Financial Planning

Associations

No items found.

Competencies

Financial Planning
Superannuation
Generic
Securities
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.