Daniel Rickard

I spent more than a decade inside financial advice. Now I build the technology behind it. I’m Daniel Rickard (Dan Rickard), CTO at Verse Wealth and founder of Luminair Capital. Based in Canberra, Australia.

Financial-advice operator turned technology builder

My focus is advice technology, client experience and operating systems: how portals, CRM, documents, workflow, reporting and practical AI become one coherent way of working.

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.

Current profile

Daniel Rickard at a glance

Current role: Chief Technology Officer, Verse Wealth
Founder: Luminair Capital
Background: CFP® and more than 10 years inside financial advice
Based: Canberra, Australia
Focus: Client portals, CRM architecture, workflow automation, reporting and AI-enabled advice delivery

Selected work Speaking and media LinkedIn

Where the work lives

I founded Luminair Capital to help advice firms design and build better client experiences, workflows and connected systems. Explore Luminair at https://luminair.au/.

Verse Wealth

My current role as Chief Technology Officer, leading technology and operating-system development.

View Verse Wealth

Luminair Capital

Services, buyer-facing research, case studies and commercial advice-technology enquiries.

Explore Luminair

Personal work

My professional identity, selected work, essays and speaking live here on this site.

View selected work

How I think

Notes on advice technology, systems, work, investing and the ideas I keep returning to. Some are practical guides; others are attempts to think clearly in public.

Walking thoughts

An intentionally unfinished notebook on systems, decisions, attention and building things that last.

Focus in the digital age

A practical system for micro focus, macro focus and fewer open loops.

Community Notes and trust online

What open, adversarial verification teaches us about systems, incentives and correction.

Explore all writing

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.

View speaking profile and topics

Out of Office

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

Walking thoughts is the best place to see the less polished version of how I think. You can also find what I am reading on Goodreads and what I am listening to on Spotify.