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Daniel Phan Email & Phone Number
Head Of Private Markets | Private Wealth Adviser
at
Capital Haus Group
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Head Of Private Markets | Private Wealth Adviser
Location
Greater Sydney Area, Australia
Company size
Who is Daniel Phan? Overview
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Quick answer
Daniel Phan is listed as Head Of Private Markets | Private Wealth Adviser at Capital Haus Group, a with 7 employees, based in Greater Sydney Area, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Phan.
Daniel Phan previously worked as Adviser | Private Wealth at River X and Head Of Crypto at Private - Wealth Advisers - Sydney. Daniel Phan holds Bachelor Of Commerce (B.Com.), Finance from Unsw.
Company email context
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Capital Haus Group
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Profile bio
About Daniel Phan
Daniel Phan is a Head Of Private Markets | Private Wealth Adviser at Capital Haus Group. They is proficient in Vietnamese.
Current workplace
Daniel Phan's current company
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Capital Haus Group
7 roles
Daniel Phan work experience
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Adviser | Private Wealth
River Investment Management is an independant wealth management firm which serves as the home team for wholesale investors and corporate clients. Our clients include high-net-worth individuals, charities, non-for-profits, foundations, trusts, family offices, superannuation funds and institutions, providing a more personal and modern alternative to big banks, brokerages and investment firms.As an Adviser at River Investment Management, I am dedicated to optimizing our clients' investment portfolios through strategic asset allocation. My focus encompasses a diverse range of alternative investments, including Private Credit, Commercial Property, Private Equity, Venture Capital, and Hedge Funds.
Head Of Crypto
Private - Wealth Advisers - Sydney
May 2022 - Aug 2023
Equities Adviser
Private - Wealth Advisers - Sydney
Jun 2019 - Aug 2023
Sales & Operations
Jul 2017 - Jun 2019
Investment Consultant
Aug 2016 - Jul 2017
Equities Associate
Mar 2015 - Jul 2016
2 education records
Daniel Phan education
Bachelor Of Commerce (B.Com.), Finance
Rg146, Securities, Derivatives, Managed Investments, General Advice
FAQ
Frequently asked questions about Daniel Phan
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What company does Daniel Phan work for?
Daniel Phan works for Capital Haus Group.
What is Daniel Phan's role at Capital Haus Group?
Daniel Phan is listed as Head Of Private Markets | Private Wealth Adviser at Capital Haus Group.
Where is Daniel Phan based?
Daniel Phan is based in Greater Sydney Area, Australia while working with Capital Haus Group.
What companies has Daniel Phan worked for?
Daniel Phan has worked for Capital Haus Group, River X, Private - Wealth Advisers - Sydney, Monex Securities Australia, and Bt.
How can I contact Daniel Phan?
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What schools did Daniel Phan attend?
Daniel Phan holds Bachelor Of Commerce (B.Com.), Finance from Unsw.
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