Daniel Rickard

Dog Dad. Systems thinker. Relentlessly optimistic. Coffee. Raiders

Education

Certified Financial Planner (CFP®), Master of Financial Planning (M.FP), Bachelor of Biomedical Science (B.BMedSci)

Bio

I’m the Chief Technology Officer at Verse, focused on improving our systems, workflows and data so the team can deliver a better client experience. I care about technology that improves clarity, reduces friction, and helps the business scale without adding unnecessary weight.

With a background across both financial advice and technology, I’ve spent more than a decade working at the intersection of client experience, advice delivery and systems. That has included building digital client experiences, improving the workflows and systems behind the advice process, and applying AI in practical ways that genuinely strengthen the business.

Outside of work, I’m usually golfing, hiking with my fiancée Bel, coding, chasing a great coffee, supporting the Raiders, or settling into a TV show worth the time.