Luminair
Strategic platform focused on advice technology, workflows, and implementation support.
Financial Adviser, Advice-Tech Specialist / CTO, and Developer based in --° Canberra, ready to help you and your business.
About Me
I'm Daniel Rickard, also known as Dan Rickard, a financial adviser and technology consultant deeply invested in making finance more accessible and efficient. With years of experience in wealth management, bolstered by a Master's degree and CFP® certification, I've developed a keen ability to distill complex concepts into understandable and actionable advice.
I consider myself a lifelong learner, constantly refining my strategies to unlock advantages for clients, whether through investment insights or cutting-edge technology solutions. Whether through optimising your technology or fine-tuning your investment plan, I’m committed to delivering practical, impactful results.
How I Can Help
My work sits at the intersection of strategy, advice, and implementation. Depending on what you need, you can work with me in one focused role or across all three.
Financial Adviser
Investment governance, portfolio construction, and long-term wealth strategy for individuals and family groups.
Explore Financial AdviserAdvice-Tech Specialist / CTO
Advice-technology architecture, CRM strategy, and workflow automation for scalable, efficient advice businesses.
Explore Advice-Tech / CTODeveloper
Production-focused development for advisory tools, integrations, and automation systems that deliver measurable outcomes.
Explore Developer WorkSelected Projects
A snapshot of platforms and initiatives that reflect my work across financial advice, technology strategy, and product execution.
Illuminvest
Investment and wealth brand with a focus on practical financial strategy and advisory outcomes.
LinkedIn Profile
Career track record, leadership milestones, and capability depth across advice and technology.
Technology Strategy
A sound technology strategy allows you to make informed decisions that foster sustainable growth and profitability. With my thorough knowledge of the Australian advice market, I am passionate about helping you optimise your operations with tailored solutions.
Operational Efficiency
Transform your client and workflow operations with practical CRM customisations across Fin365, Xplan, Adviser Logic, and Dash.
Training & Upskilling
Equip your team with hands-on, role-specific training so systems are adopted confidently and used consistently.
Automated Workflows
Reduce admin overhead with workflow automation that removes repetitive tasks and improves consistency across operations.
Financial Adviser
Guiding you toward financial success with bespoke strategies and a commitment to excellence. My work has ranged from managing investment strategies for some of Australia’s most successful family groups to helping budding investors get their foot in the door.
Investment Committee
Experience establishing and leading investment committees with strong governance frameworks and disciplined decision-making.
UHNW Services
Portfolio customisation for UHNW individuals and families, including multi-entity planning and strategic philanthropy.
Multidisciplinary Advice
Coordinating investment strategy with taxation, lending, legal, and banking to produce aligned long-term outcomes.
Out of Office
When I'm not working, you can find me hiking, practising my golf swing, socialising over a good coffee, or immersed in the latest TV hit.
I'm currently reading -. I love a good recommendation, make yours here.
I'm currently listening to Silence by Nature. You can explore my playlist here.
Contact
I would love to hear from you and see how we can work together.