Client Services Officer
Current
Oct 2023 - Present
AeroLeads people directory · profile
Daniel Richards Email & Phone Number
Client Services Officer
at
Australian Ethical Investment
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Officer
Location
Greater Sydney Area, Australia, Australia
Company size
Who is Daniel Richards? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Richards is listed as Client Services Officer at Australian Ethical Investment, a company with 76 employees, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Daniel Richards.
Daniel Richards previously worked as Creative Director at Esmio Australia and Client Services Officer at Hub24 Limited. Daniel Richards holds Bachelor'S Degree, Creative Direction & Styling from Whitehouse Institute Of Design.
Company email context
Email format at Australian Ethical Investment
This section adds company-level context without repeating Daniel Richards's masked contact details.
Australian Ethical Investment
Review company-level records connected to Daniel Richards before choosing the right outreach path.
Profile bio
About Daniel Richards
Daniel Richards is a Client Services Officer at Australian Ethical Investment. He is proficient in Assyrian and English.
Current workplace
Daniel Richards's current company
Company context helps verify the profile and gives searchers a useful next step.
Australian Ethical Investment
9 roles
Daniel Richards work experience
A career timeline built from the work history available for this profile.
Creative Director
Mar 2023 - Oct 2023
Client Services Officer
Inbound & Outbound calls as well as email/ticket based requests. Assisting Advisers & Clients with a multitude of tasks pertaining to Insurance, Super, Pension & Investment accounts. KYC & AML Compliance - Assisting with ticket based admin work in relation to Super/Pension/Investment applications enquiries & updates.
Nov 2021 - Mar 2023
Financial Services Consultant
Customer Guidance team providing General Financial Advice consultations with clients in relation to portfolio management, markets, retention, distribution and new business.
Jan 2021 - Nov 2021
Adviser Services
Assisting Financial Advisers with inbound enquires and liaising with administrative teams to find timely resolutions.
Feb 2020 - Jan 2021
Retail Sales Representative
Jan 2019 - Feb 2020
Retail Sales Representative
Jan 2017 - Jan 2019
Store Supervisor
Jan 2016 - Jan 2017
Fashion Assistant
Jan 2013 - Jan 2015
Team & coworkers
Colleagues at Australian Ethical Investment
Other employees you can reach at australianethical.com.au. View company contacts for 76 employees →
LG
Lauren Grundeman
Colleague at Australian Ethical InvestmentGreater Sydney Area, Australia
View →
TH
Tracey Hunter
Colleague at Australian Ethical InvestmentThe Rocks, New South Wales, Australia, Australia
View →
NH
Noel Hyland
Colleague at Australian Ethical InvestmentCanberra, Australian Capital Territory, Australia, Australia
View →
MH
Matt Horam
Colleague at Australian Ethical InvestmentNew South Wales, Australia, Australia
View →
EL
Elaine Lau
Colleague at Australian Ethical InvestmentStrathfield, New South Wales, Australia, Australia
View →
CO
Chris Owen
Colleague at Australian Ethical InvestmentMelbourne, Victoria, Australia, Australia
View →
LG
Lanki Ganvarige
Colleague at Australian Ethical InvestmentGreater Sydney Area, Australia
View →
TS
Tommy St Jack
Colleague at Australian Ethical InvestmentSydney, New South Wales, Australia, Australia
View →
KH
Kevin Hui
Colleague at Australian Ethical InvestmentWilloughby, New South Wales, Australia, Australia
View →
MS
Mansoor Sultany
Colleague at Australian Ethical InvestmentSydney, New South Wales, Australia, Australia
View →
Lauren Grundeman
Colleague at Australian Ethical InvestmentGreater Sydney Area, Australia
View →
TH
Tracey Hunter
Colleague at Australian Ethical InvestmentThe Rocks, New South Wales, Australia, Australia
View →
NH
Noel Hyland
Colleague at Australian Ethical InvestmentCanberra, Australian Capital Territory, Australia, Australia
View →
MH
Matt Horam
Colleague at Australian Ethical InvestmentNew South Wales, Australia, Australia
View →
EL
Elaine Lau
Colleague at Australian Ethical InvestmentStrathfield, New South Wales, Australia, Australia
View →
CO
Chris Owen
Colleague at Australian Ethical InvestmentMelbourne, Victoria, Australia, Australia
View →
LG
Lanki Ganvarige
Colleague at Australian Ethical InvestmentGreater Sydney Area, Australia
View →
TS
Tommy St Jack
Colleague at Australian Ethical InvestmentSydney, New South Wales, Australia, Australia
View →
KH
Kevin Hui
Colleague at Australian Ethical InvestmentWilloughby, New South Wales, Australia, Australia
View →
MS
Mansoor Sultany
Colleague at Australian Ethical InvestmentSydney, New South Wales, Australia, Australia
View →
4 education records
Daniel Richards education
Bachelor'S Degree, Creative Direction & Styling
Bachelor'S Degree, Economics And Finance
High School Certificate, Year 12
Patrician Brothers College, Fairfield
Rg146, Financial Advice
FAQ
Frequently asked questions about Daniel Richards
Quick answers generated from the profile data available on this page.
What company does Daniel Richards work for?
Daniel Richards works for Australian Ethical Investment.
What is Daniel Richards's role at Australian Ethical Investment?
Daniel Richards is listed as Client Services Officer at Australian Ethical Investment.
Where is Daniel Richards based?
Daniel Richards is based in Greater Sydney Area, Australia, Australia while working with Australian Ethical Investment.
What companies has Daniel Richards worked for?
Daniel Richards has worked for Australian Ethical Investment, Esmio Australia, Hub24 Limited, Colonial First State, and Valentino.
Who are Daniel Richards's colleagues at Australian Ethical Investment?
Daniel Richards's colleagues at Australian Ethical Investment include Lauren Grundeman, Tracey Hunter, Noel Hyland, Matt Horam, and Elaine Lau.
How can I contact Daniel Richards?
You can use AeroLeads to view verified contact signals for Daniel Richards at Australian Ethical Investment, including work email, phone, and LinkedIn data when available.
What schools did Daniel Richards attend?
Daniel Richards holds Bachelor'S Degree, Creative Direction & Styling from Whitehouse Institute Of Design.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Daniel Richards you were looking for.
View similar profiles
