Daniel Rickard

Daniel Rickard Email and Phone Number

Financial Adviser | Technology Strategist | Investment Writer @ Your Future Strategy
surfers paradise, queensland, australia
Daniel Rickard's Location
Canberra, Australian Capital Territory, Australia, Australia
Daniel Rickard's Contact Details

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About Daniel Rickard

I'm Daniel Rickard, a financial adviser deeply invested in making the world of finance more accessible. With years of experience in wealth management, bolstered by a Master's degree and CFP® certification, I've developed a keen ability to distil complex concepts into understandable and actionable advice. My work ranges from managing investment strategies for some of Australia’s most successful family groups to helping budding investors get their foot in the door. I strive to challenge conventional wisdom and explore the intersections of human behaviour, technology and finance.I bring a depth of expertise and understanding that uniquely positions me to guide high-net-worth investors in making informed financial decisions. My specialty is in building bespoke investment portfolios tailored to align with your distinct financial objectives and lifestyle. It's this people-first approach that distinguishes my mission to make wealth a tool for achieving more than just financial growth. This approach transforms complex financial decisions into manageable and confident choices, delivering not just wealth, but peace of mind.I consider myself a lifelong learner, constantly seeking to refine my process to unlock advantages. My finance passion extends beyond investing; I enjoy delving into the latest academic research or further understanding our behavioural responses. When I'm not exploring finance, you can find me hiking, practising my golf swing, catching up over a good cup of coffee, or immersed in the latest TV hit.Through my writing, I aim to share what I learn at the edge of investing in a fresh perspective, for everyone. I invite you on this journey into the world of investing, where learning about sound financial decision-making can be as enriching as it is essential.

Daniel Rickard's Current Company Details
Your Future Strategy

Your Future Strategy

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Financial Adviser | Technology Strategist | Investment Writer
surfers paradise, queensland, australia
Website:
yourfuturestrategy.com.au
Employees:
7
Daniel Rickard Work Experience Details
  • Luminair Capital
    Technology Strategist
    Luminair Capital Jul 2023 - Present
    Australia
    Helping financial advice practices make the most of their technology.I work with businesses to create clear strategies for their tech stack, implement custom workflows and automations, and ensure teams are equipped to use their tools effectively. Whether it’s streamlining processes, building integrations, or training staff, I focus on getting things done—not just talking about it.
  • Your Future Strategy
    Director, Investment Strategy
    Your Future Strategy Feb 2023 - Present
    Canberra, Australian Capital Territory, Australia
    In my role as Director, Investment Strategy at Your Future Strategy, I focus on delivering tailored investment advice, aligned with individual goals. I head up our investment charter, ensuring strong investment outcomes and supporting the team in providing consistent, high-quality advice. Collaborating across lending, accounting, legal, and property strategy, I help create comprehensive financial plans that address every aspect of a person’s financial journey.Beyond this, I play an active role in improving internal operations. This includes developing and optimising our Client Portal and streamlining workflow processes using our CRM to enhance team efficiency. These initiatives ensure we continue to provide informed, high-quality service while maintaining a forward-thinking approach to our operations.
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  • Illuminvest
    Investment Simplifier
    Illuminvest Dec 2022 - Present
    Australia
    Illuminvest began as a passion project, helping friends and family understand the complexities of investing. Over time, I realised that simplifying these concepts not only supported others but also brought clarity to my own thinking. Illuminvest is my way of continuing that journey, striving to make investing more approachable and accessible for everyone. The goal is simple: to illuminate investing.Financial content has evolved tremendously, with brilliant podcasts and resources offering new investors a wealth of options. With so much great content already out there, my focus has shifted to building practical tools that empower investors — watch this space...
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  • Connectus Wealth Advisers
    Director, Strategic Initiatives
    Connectus Wealth Advisers Jun 2021 - Nov 2022
    Melbourne, Victoria, Australia
    During my tenure at Connectus Wealth Advisers, I worked closely with a range of Australia's advisory firms. This collaboration offered me a comprehensive understanding of the nation's wealth management practices and the intricacies of the Australian investment landscape. Passionate about the fusion of technology and advisory services, I dove into institutional wealth tech, emphasising the significance of precise data. My role at Connectus was multi-dimensional, focusing on monitoring investment trends, suggesting avenues for investment expansion, and enhancing processes through technological solutions. My time there underscored a pivotal lesson for me: the essence of genuine success in wealth management hinges on fostering meaningful, respectful relationships, both internally and with clients. This reaffirmed my conviction that when financial advisers prioritise genuine care and understanding, it's a win-win for all involved.
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  • Financial Professionals Pty Ltd
    Chief Investment Officer
    Financial Professionals Pty Ltd Jan 2016 - Nov 2022
    Gold Coast, Australia
    As the CIO of Financial Professionals, I was responsible for investment selection across all multi-asset portfolios, along with strategic and tactical asset allocation decisions. At Financial Professionals, we specialize in clients with complex requirements and create portfolios that are bespoke to our client's investment objectives.To design an appropriate, thoughtful, and efficient investment portfolio, we begin by first establishing a strategic asset allocation with a focus on delivering high-quality returns but also customising the risk exposures for our clients. For our tactical allocations, I utilise economic and market data to cut through the noise and capitalize on short-term opportunities that arise throughout market cycles.To bring our asset allocation strategy to life, I integrated our data-driven proprietary investment selection process with qualitative factors to prioritise strategies with sustainable, best-in-class advantages.
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  • Self Employed
    Private Tutor
    Self Employed 2012 - Jan 2016
    Gold Coast
    I gained vast experience with regular, freelance tutoring of secondary and tertiary education students while studying my undergraduate degree. This was an activity that I thoroughly enjoyed as not only did I get to impart my love of learning onto those that I mentored but I also enhanced my communication skills. I tutored several students for over four years and during such time developed an important role model rapport with many of them.

Daniel Rickard Skills

Microsoft Excel Research Management Microsoft Office Leadership Data Analysis Public Speaking Marketing Time Management Teamwork Sales

Daniel Rickard Education Details

Frequently Asked Questions about Daniel Rickard

What company does Daniel Rickard work for?

Daniel Rickard works for Your Future Strategy

What is Daniel Rickard's role at the current company?

Daniel Rickard's current role is Financial Adviser | Technology Strategist | Investment Writer.

What is Daniel Rickard's email address?

Daniel Rickard's email address is da****@****.com.au

What is Daniel Rickard's direct phone number?

Daniel Rickard's direct phone number is +614328*****

What schools did Daniel Rickard attend?

Daniel Rickard attended Griffith University, Financial Advice Association Australia, Griffith University, All Saints Anglican School.

What are some of Daniel Rickard's interests?

Daniel Rickard has interest in Cob Loaf Memes, Cubedesigns, Top And Tail Designs, Blue Mountain State, Big Brother Australia, Community, Band, Org, Sports League, Dr Geoff Trueman.

What skills is Daniel Rickard known for?

Daniel Rickard has skills like Microsoft Excel, Research, Management, Microsoft Office, Leadership, Data Analysis, Public Speaking, Marketing, Time Management, Teamwork, Sales.

Who are Daniel Rickard's colleagues?

Daniel Rickard's colleagues are Will Germany, Trent Cripps, Georgia Redden, Amanda Brown, Michelle Jensen Bcom(Fp), Megan Selbie, Holly Hardstaff.

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