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Daniel Rolley Cfa Email & Phone Number

CIO at Financial Decisions at Financial Decisions
Location: Sydney, New South Wales, Australia 7 work roles 3 schools
1 work email found @financialdecisions.com.au LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email d****@financialdecisions.com.au
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Current company
Financial Decisions
Role
CIO at Financial Decisions
Location
Sydney, New South Wales, Australia
Company size
28 employees

Who is Daniel Rolley Cfa? Overview

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Quick answer

Daniel Rolley Cfa is listed as CIO at Financial Decisions at Financial Decisions, a company with 28 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a work email signal at financialdecisions.com.au and a matched LinkedIn profile for Daniel Rolley Cfa.

Daniel Rolley Cfa previously worked as Chief Investment Officer at Financial Decisions and Head of Research at Chancellor. Daniel Rolley Cfa holds Cfa from Cfa Institute.

Company email context

Email format at Financial Decisions

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*@financialdecisions.com.au
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AeroLeads found 1 current-domain work email signal for Daniel Rolley Cfa. Compare company email patterns before reaching out.

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Profile bio

About Daniel Rolley Cfa

Track Record:Australian Small Companies Portfolio: 5-years (2007 to 2012) @ Alpha of +5% per annumAustralian Large Companies Portfolio: 5-years (2015 to 2021) @ Alpha of +2% per annumInternational Large Companies Portfolio: 5-years (2015 to 2021) @ Alpha of +10% per annumProfessional Investor with track record of delivering excess returns across a range of equity portfolio strategies, utilising quantitative analysis, fundamental equities research and risk management. Developed and implemented multi asset solution and model portfolios for boutique wealth management business.Developed and managed equity portfolios across spectrum of size (large cap and small cap) and geography (domestic and international).Specialties:investment research, equities research, financial modelling, asset management, portfolio management, investment strategy, due diligence, financial technology, trading, technical analysis, international investment

Listed skills include Equities, Financial Modeling, Portfolio Management, Investments, and 44 others.

Current workplace

Daniel Rolley Cfa's current company

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Financial Decisions
Financial Decisions
CIO at Financial Decisions
australia
Website
financialdecisions.com.au
Employees
28
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Company profile
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7 roles

Daniel Rolley Cfa work experience

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

Chief Investment Officer

Current
Financial Decisions

Australia

* IC chairman* Management team member* Manage multi asset portfolios covering ETFs, managed funds and direct securities

Jun 2021 - Present

Head Of Research

Chancellor

Sydney, Australia

* Manage multi asset model portfolios, including direct Australian and International Equity portfolios, with track record of out performance.* Developed investment process from top-down asset allocation framework through to bottom-up stock selection models. * Investment philosophy based on identifying companies with quality growth characteristics, that.

Jul 2015 - Jun 2021

Senior Consultant (Financial Modelling)

Thomson Reuters

Sydney, New South Wales, Australia

Global Business Consulting Senior Consultant* Financial modelling consulting to clients across financial services (IM,Sell-side, IB, Corporate clients)* Pre and post sales client engagement and training

Apr 2013 - Jun 2015

Portfolio Manager & Senior Analyst

Eight Investment Partners

Sydney

* Managed Australian Small Companies Fund* 5-year excess returns of 5% p.a.* Sector expertise includes Mining, Engineering Services, IT, Retail, Telecommunications and Online* Marketing to asset consultants and high net worth clients* Dealing responsibilities

Dec 2007 - Feb 2013

Graduate Program - Equities

Citi

Sydney, New South Wales, Australia

* Graduate Program - Equities Institutional Broking* Derivatives Research* REIT Sales Trading

Jan 2007 - Dec 2007

Investment Analyst

Fat Prophets

* Investment Systems development* Quantitative analysis* Investment research

Nov 2004 - May 2006

Investment Analyst

Fat Prophets

Company: Mint Financial Group (Fat Prophets Funds Management)Responsibilities: * Building company financial models * Researching & interpreting financial statements of companies * Support investment recommendations through financial modelling

Nov 2004 - Mar 2005
Team & coworkers

Colleagues at Financial Decisions

Other employees you can reach at financialdecisions.com.au. View company contacts for 28 employees →

LC Lauren Cooper Lauren Cooper Colleague at Financial Decisions Australia, Australia View → DC Damien Cooper Damien Cooper Colleague at Financial Decisions Greater Sydney Area, Australia View → LH Linda Hansen Linda Hansen Colleague at Financial Decisions Greater Sydney Area, Australia View → SJ Samitha Jega Samitha Jega Colleague at Financial Decisions Greater Sydney Area, Australia View → TB Tim Brosnan Tim Brosnan Colleague at Financial Decisions Greater Sydney Area, Australia View → JY Janet Yeung Janet Yeung Colleague at Financial Decisions Greater Sydney Area, Australia View → ER Edward Revis Edward Revis Colleague at Financial Decisions Sydney, New South Wales, Australia, Australia View → BM Ben Mitchell Ben Mitchell Colleague at Financial Decisions Greater Sydney Area, Australia View → DD Debra Davies Debra Davies Colleague at Financial Decisions Mona Vale, New South Wales, Australia, Australia View → AL Albert Lee Albert Lee Colleague at Financial Decisions Greater Sydney Area, Australia View →
3 education records

Daniel Rolley Cfa education

Cfa

Cfa Institute

B.E/B.Com, Software (Hons) And Finance

University Of Sydney

Activities and Societies: Beta Gamma Sigma, Golden Key International Honour Society 1st Class Honors (Engineering) and top 10% (Commerce)..

Hsc

Cherrybrook Technology High School
FAQ

Frequently asked questions about Daniel Rolley Cfa

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

What company does Daniel Rolley Cfa work for?

Daniel Rolley Cfa works for Financial Decisions.

What is Daniel Rolley Cfa's role at Financial Decisions?

Daniel Rolley Cfa is listed as CIO at Financial Decisions at Financial Decisions.

What is Daniel Rolley Cfa's email address?

AeroLeads has found 1 work email signal at @financialdecisions.com.au for Daniel Rolley Cfa at Financial Decisions.

Where is Daniel Rolley Cfa based?

Daniel Rolley Cfa is based in Sydney, New South Wales, Australia while working with Financial Decisions.

What companies has Daniel Rolley Cfa worked for?

Daniel Rolley Cfa has worked for Financial Decisions, Chancellor, Thomson Reuters, Eight Investment Partners, and Citi.

Who are Daniel Rolley Cfa's colleagues at Financial Decisions?

Daniel Rolley Cfa's colleagues at Financial Decisions include Lauren Cooper, Damien Cooper, Linda Hansen, Samitha Jega, and Tim Brosnan.

How can I contact Daniel Rolley Cfa?

You can use AeroLeads to view verified contact signals for Daniel Rolley Cfa at Financial Decisions, including work email, phone, and LinkedIn data when available.

What schools did Daniel Rolley Cfa attend?

Daniel Rolley Cfa holds Cfa from Cfa Institute.

What skills is Daniel Rolley Cfa known for?

Daniel Rolley Cfa is listed with skills including Equities, Financial Modeling, Portfolio Management, Investments, Asset Management, Financial Analysis, Valuation, and Derivatives.

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