Daniel is a Product Owner for Financial Planning & Retirement within Group Transformation at Lloyds Banking Group. He is responsible for defining and delivering the customer journey for advice and guidance across wealth management, investments and pensions.
Prior to his move to the UK nine years ago, Daniel was an Associate Director at Macquarie Bank in Australia where he managed the financial and general business operations of Macquarie Wealth Management.
Daniel’s 15 year career in the financial planning and investment industries has covered all aspects of the customer and business lifecycle with a focus on digital transformation and providing customers with valued service propositions.