Daniel Donovan
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Daniel Donovan Email & Phone Number

Head of Operations at Verse Wealth
Location: Greater Melbourne Area, Australia, Australia 8 work roles 5 schools
1 work email found @smsmt.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@smsmt.com
LinkedIn Profile matched
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Current company
Role
Head of Operations
Location
Greater Melbourne Area, Australia, Australia
Company size

Who is Daniel Donovan? Overview

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Quick answer

Daniel Donovan is listed as Head of Operations at Verse Wealth, a company with 27 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at smsmt.com and a matched LinkedIn profile for Daniel Donovan.

Daniel Donovan previously worked as Financial Adviser & Head of Operations at Verse Wealth and Client Experience Manager at Verse Wealth. Daniel Donovan holds Graduate Diploma In Financial Planning from Kaplan Professional.

Company email context

Email format at Verse Wealth

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{first}.{last}@smsmt.com
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AeroLeads found 1 current-domain work email signal for Daniel Donovan. Compare company email patterns before reaching out.

Profile bio

About Daniel Donovan

I'm a well regarded and highly motivated Financial Adviser and Head of Operations. I hold a Graduate Diploma in Financial Planning through Kaplan Business School and a Diploma of Financial Planning (Full RG146) from the Monarch Institute. I also hold a Bachelor of Commerce (Majors in Finance and Management) and a Diploma of Languages (French) from the University of Melbourne.I believe organisations that are purpose driven with a clear vision, well defined values and strategic direction deliver great client experiences and highly engaged teams.I'm passionate about music, somewhat of a Francophile and a lifelong Collingwood and New York Giants fan.

Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, and 14 others.

Current workplace

Daniel Donovan's current company

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Verse Wealth
Verse Wealth
Head of Operations
Melbourne, VIC, AU
Employees
27
AeroLeads page
8 roles

Daniel Donovan work experience

A career timeline built from the work history available for this profile.

Financial Adviser & Head Of Operations

Current
  • At Verse, we take a wildly different approach to financial advice. It’s personalised, impactful and multi-award winning. It’s based on the understanding that your life and finances are inseparable, and money is just a.
  • Our role on your Journey is to help you:1. Make intentional choices – based on your values and intentions.2. Build your wealth faster than you can alone.3. Improve your overall financial wellbeing.4. Guide you through.
  • Our advice embraces your entire financial life.This includes strategy, cash flow, investing, super, retirement planning, tax, trusts, employee share schemes, debt management, property, insurances, and estate planning.
  • We’re independently owned and licensed. We operate with no commissions, no kickbacks and will never recommend financial products you don’t need.
  • Geography is no barrier. Australia wide, we’d love to hear from you. www.versewealth.com.au
Jun 2019 - Present

Client Experience Manager

Jun 2018 - May 2019

Musical Director

Old Carey Performing Arts Club
  • Conduct rehearsals for orchestra and cast (up to 40 people)
  • Vocal coach
  • Band conductor during performances
  • Committee member
Aug 2011 - Dec 2018

Operations Associate

Melbourne, Australia

  • Calculate, reconcile, and report accurate unit prices for Warakirri funds & trusts, as well as for after-tax clients, using FMC and SS&C software.
  • Generate and distribute accurate monthly Unit Statements & Reports for Warakirri investors.
  • Process application and redemption requests for Warakirri's internal funds & trusts.
  • Reconcile daily and monthly cash & holdings accounts to custodians.
  • Create after-tax analytic performance reports for internal and external clients.
  • Analyse ASX-listed corporate actions and their respective tax implications for Warakirri funds and after-tax clients.
Aug 2016 - Feb 2018

Consultant

Sms Management & Technology

Melbourne

See projects below

Feb 2015 - Jul 2016

Small Device Technician/Sales Specialist

  • Providing expert technical support to customers with iPhones, iPads, and iPods
  • Presenting clear solutions to individual customer issues
  • Recognised for assisting the highest number of customers at the Genius Bar in one day by efficiently multitasking with multiple customers whilst maintaining high standard of customer service
  • Providing complete solutions to customers looking to purchase Mac computers, iPods, iPhones, iPads and accessories
  • Mentoring new team members on how to provision contracts through lead learning and active giving of feedback
Feb 2010 - Jan 2015
Team & coworkers

Colleagues at Verse Wealth

Other employees you can reach at versewealth.com.au. View company contacts for 27 employees →

5 education records

Daniel Donovan education

Diploma Financial Planning (Full Rg146)

Monarch Institute

Financial Modelling In Excel

Plum Solutions
FAQ

Frequently asked questions about Daniel Donovan

Quick answers generated from the profile data available on this page.

What company does Daniel Donovan work for?

Daniel Donovan works for Verse Wealth.

What is Daniel Donovan's role at Verse Wealth?

Daniel Donovan is listed as Head of Operations at Verse Wealth.

What is Daniel Donovan's email address?

AeroLeads has found 1 work email signal at @smsmt.com for Daniel Donovan at Verse Wealth.

Where is Daniel Donovan based?

Daniel Donovan is based in Greater Melbourne Area, Australia, Australia while working with Verse Wealth.

What companies has Daniel Donovan worked for?

Daniel Donovan has worked for Verse Wealth, Old Carey Performing Arts Club, Warakirri Asset Management, Sms Management & Technology, and Apple.

Who are Daniel Donovan's colleagues at Verse Wealth?

Daniel Donovan's colleagues at Verse Wealth include Precious Hani Calvo, Fritzie Abrahan, Alexa Abillar, Roselle Ann Judilla, and Tianna Rose.

How can I contact Daniel Donovan?

You can use AeroLeads to view verified contact signals for Daniel Donovan at Verse Wealth, including work email, phone, and LinkedIn data when available.

What schools did Daniel Donovan attend?

Daniel Donovan holds Graduate Diploma In Financial Planning from Kaplan Professional.

What skills is Daniel Donovan known for?

Daniel Donovan is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, and Research.

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