I’m Daniel Rickard (Dan Rickard) — focused on technology strategy and financial advice, with advice-tech CTO experience, based in --° Canberra. I help teams reduce friction, improve data integrity, and ship systems that last.

About Me

I work with founders, operators, and advisory leaders who need better execution, not more theory. My work spans financial advice, technology strategy, and hands-on delivery. (If you know me as Dan, that’s fine too.)

I start with the workflow, map the constraints, and then build the system. If a solution cannot be maintained by your team, it does not ship.

How I Can Help

You can engage me for one focused problem or for end-to-end delivery across strategy, build, and implementation.

Financial Adviser

Portfolio governance and decision frameworks for individuals and complex family groups.

Explore Financial Adviser

Technology Strategy

Architecture, CRM strategy, workflow design, and advice-tech CTO support for advice businesses that need cleaner operations.

Explore Technology Strategy

Developer

Developer-led integrations and internal tools that remove manual work and make delivery repeatable.

Explore Developer Work

Selected Projects

A snapshot of platforms and initiatives that show how I approach real delivery: clear scope, explicit constraints, and durable outcomes.

Luminair

Workflow-first platform for advice-tech strategy, implementation, and operational support.

Illuminvest

Advisory context where investment decisions, governance, and client delivery stay aligned.

LinkedIn Profile

Role history, project outcomes, and leadership context across advice and technology.

Open Projects Hub

Speaking

I speak with advice, technology, and operations teams about practical delivery: cleaner workflows, better data, and systems that can survive the real operating environment.

Daniel Rickard at a conference
Daniel Rickard at conferences.
Daniel Rickard speaking with an audience member
Daniel Rickard speaking.

Technology Strategy

I focus on the foundations first: data integrity, workflow ownership, and system design. Automation comes after that.

Operational Efficiency

Map the current workflow, remove duplicate handling, and configure tools so handoffs are reliable.

Training & Upskilling

Adoption is a design problem. I build role-specific training so new workflows actually stick.

Automated Workflows

I automate the boring parts once the process is stable. Fast automation on broken data creates more rework.

Financial Adviser

I provide structured financial advice focused on governance, clarity, and long-horizon decision quality. The goal is a plan that works in reality, not just on paper.

Investment Committee

Design decision frameworks and review cadence so investment calls remain consistent under pressure.

UHNW Services

Coordinate portfolio strategy across entities, trusts, liquidity needs, and long-term objectives.

Multidisciplinary Advice

Align legal, tax, lending, and banking inputs so each decision supports one coherent plan.

Out of Office

Outside work, I reset with hiking, golf, good coffee, and whatever series everyone is talking about.

I'm currently reading -. I always appreciate a strong recommendation. Share a book recommendation on Goodreads.

I'm currently listening to Silence by Nature. Explore my music on Spotify.

My most recent TV series watch was -. My most recent movie was -.