Bachelor of Commerce (Economics and Business Law), University of Wollongong
Master of Finance, University of Technology, Sydney
Specialisations
Portfolio management
Managed funds
Investments
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Daniel joined Centrepoint Alliance in October 2020. Daniel is the Chief Investment Officer (CIO) at Ventura FM, where he oversees the iQ portfolio SMAs as well as running the SMA scheme on the IconiQ platform, including the investment menu. Ventura FM operates as part of Centrepoint Alliance, and in addition to his CIO role, Daniel serves as a Research Asset Consultant to Centrepoint Alliance, providing key research services, management of the approved product list APL, investment governance capabilities and support to the whole advice network. With over a decade of experience in managed funds, equities, and portfolio management, Daniel has developed deep expertise in investment research, asset allocation, portfolio construction, and responsible investing.
Daniel originally held the title of Head of Research at Centrepoint Alliance from October 2020 to December 2024, Daniel also spearheaded initiatives in managed accounts and ESG investing. Prior to his current roles joining Centrepoint Alliance, Daniel spent five and a half years at Insignia (formerly IOOF) as a Portfolio Manager within the Research team. He was responsible for managing portfolios across different life stages, from accumulation to retirement, and played a critical role in launching Insignia’s ESG philosophy and ESG portfolios.
Earlier in his career, Daniel worked at Challenger Limited, contributing to various funds within their Fidante Partners Business, and gained experience at Morgan Stanley. Daniel holds a Bachelor of Commerce, majoring in Economics and Business Law, from the University of Wollongong, and a Master of Finance from the University of Technology, Sydney.