Daniel Rickard
ASIC Registration Number: 000400619 ASIC Registration Number: 001306566 ASIC Registration Number: 001259567Dan is dedicated to guiding our clients toward financial success through strategic planning and personalised advisory services. With a comprehensive understanding of financial markets, investment strategies, and wealth management, Daniel brings over 8 years’ of expertise to help clients achieve their financial goals. He has recently relocated to Canberra to assist us with opening the ACT branch of YFS.
Qualifications:
- Certified Financial Planner (CFP)
- Master of Financial Planning (M.FP)
- Bachelor of Biomedical Science (B.BMedSci)
Memberships:
- Financial Advice Association Australia (FAAA)
Five Minutes With…
“I grew up asking questions about everything, especially what seemed to make the ‘world go round’, which naturally steered me towards a career in finance. I’m Daniel Rickard, a financial adviser deeply invested in making the world of finance more accessible. With years of experience in wealth management, bolstered by a Masters degree and CFP® certification, I’ve developed a keen ability to distil complex concepts into understandable and actionable advice. 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. I strive to challenge conventional wisdom and explore the intersections of human behaviour, technology, and finance.
I bring a depth of expertise and understanding that uniquely positions me to guide investors in making informed financial decisions. My specialty is in building bespoke investment portfolios tailored to align with your distinct financial objectives and lifestyle. It’s this people-first approach that distinguishes my mission to make wealth a tool for achieving more than just financial growth. This approach transforms complex financial decisions into manageable and confident choices, delivering not just wealth, but peace of mind.
I consider myself a lifelong learner, constantly seeking to refine my process to unlock advantages. My finance passion extends beyond investing; I enjoy delving into the latest academic research or further understanding our behavioural responses to big events. When I’m not exploring finance, you can find me hiking, practising my golf swing, socialising over a good cup of coffee, or immersed in the latest TV hit.
If you’re ready to take a closer look at your financial strategy, I’m here to help. Reach out anytime to schedule a chat about how we can work towards your goals.”