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 as Head of Research, he is responsible for Centrepoint Alliance’s Research offering and runs the firms model portfolios and approved product list. He is also responsible for the managed accounts, investment philosophy, responsible investment philosophy, investment strategy and asset allocation. Daniel has over 10 years of investment experience, holding several responsibilities in research across managed funds, equities, and portfolio management over his career.
Previously to Centrepoint Alliance, Daniel spent five and a half years at Insignia (formerly IOOF) as a Portfolio Manager in their Research team, where he helped run a number of portfolios from accumulation to retirement, while also launching Insignia’s ESG philosophy and ESG portfolios.
Prior to this, Daniel spent two and a half years with Challenger Limited, working across numerous funds at Challenger, under their Fidante Partners Business and he also worked at Morgan Stanley within their Investment Management division.
