Daniel Rickard Email & Phone Number

Canberra, Act, Au

Canberra, Act, Au

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.

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.

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...

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.

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.

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.

Master Of Financial Planning, Financial Planning And Services

I graduated with a Master of Financial Planning degree from Griffith University at the beginning of 2018. Throughout the degree, I.

Cfp® Certification, Financial Planning And Services

The Certified Financial Planner (CFP) designation is a highly regarded credential that signifies expertise in financial planning, wealth.

Bachelor Of Biomedical Science, Biological And Biomedical Sciences, First Class Honours

As a qualified Biomedical Scientist, I gained extensive laboratory experience, while also contributing to various reports. My practical.

High School Certificate Of Competence Program, Op 1