January 14, 2022
Daniel works closely with Connectus partner firms on strategic initiatives geared towards service enhancements, operational improvements and accelerated growth. Daniel is focused on further developing collaboration opportunities between Connectus Partners including leveraging data, investment insights, and strategic vendor negotiations. He is also involved in evaluating new technologies and recommending innovations, where beneficial to partner firms and their clients.
In addition to his role at Connectus, Daniel is a Financial Adviser, specializing in constructing bespoke multi-asset portfolios for high net wealth individuals. This dual role provides unique insights into the Australian investment industry, highlighting emerging trends and market developments. Before Connectus, Daniel spearheaded the digital transformation of a wealth management firm in his role as Operating Officer. He has experience implementing leading financial technology solutions and integrating these into practice workflows.
Daniel received his Master of Financial Planning from Griffith University and holds an undergraduate degree in Biomedical Science. Daniel resides on the Gold Coast and in his free time enjoys camping, investing, fitness, learning about disruptive innovation and locating great coffee.