Daniel Carbone Email & Phone Number
Principal Product Manager - Revenue Cycle Management and Insights @ Lumary
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Daniel Carbone Location
- Adelaide, SA, AU
Daniel Carbone Work
- 2025 - now Principal Product Manager - Revenue Cycle Management and Insights @
- 2022 - 2025 Product Lead - Aged Care and Disability @
- 2021 - 2022 Product Solution Architect @
- 2020 - 2021 Senior Consultant @
- 2019 - 2020 Director @ Sidekiq Paraplanning
- 2018 - 2020 Director @
- 2016 - 2018 General Manager of Operations @ Anne Street Partners
- 2016 - 2016 Head of Advice Operations @ Anne Street Partners
- 2015 - 2016 Business Project Manager (Secondment) - BT Advice @
- 2014 - 2015 Business Change Manager and Analyst (Secondment) - Client File Management Program @
- 2014 - 2014 Business Change Manager (Secondment) - Advice Transformation Program @
- 2013 - 2014 Paraplanning Operations Manager @
- 2013 - 2013 Teachers Aide - Secondment (Via Westpac Group) @
- 2012 - 2013 Executive Para Planner @
- 2012 - 2012 Senior Paraplanner @
- 2010 - 2011 Assurance Manager @
- 2008 - 2010 Strategic Para Planner @ NAB Private Bank
- 2006 - 2007 Para Planner @ Vickers Case - Adelaide
- 2006 - 2006 Client Services Manager and Trainee Para Planner @
- 2005 - 2006 Service Consultant @ ANZ Bank Processing Centre
Daniel Carbone Education
- KAPLAN
Graduate Diploma of Applied Finance (Financial Planning Major)
2008 - 2009 - FINSIA
Graduate Certificate of Financial Planning
2006 - 2008 - Flinders University
Bachelor of Banking and International Finance
2001 - 2005 - St Paul's College
SACE Certificate (Italian; Business Maths, Accounting, Economics and Business Studies)
Daniel Carbone Skills
- Wealth Management
- Financial Services
- Management
- Stakeholder Management
- Strategy
- Wealth
- SMSF
- Baby Blessings
- Freight Forwarding
- Leadership
- Acting
- PRINCE2
- Container
- 3PL
- Finance
Daniel Carbone Summary
- Daniel Carbone, based in Adelaide, SA, AU, is currently a Principal Product Manager - Revenue Cycle Management and Insights at Lumary. Daniel Carbone brings experience from previous roles at Lumary and Sidekiq Paraplanning. Daniel Carbone holds a 2008 - 2009 Graduate Diploma of Applied Finance (Financial Planning Major) @ KAPLAN. With a robust skill set that includes Wealth Management, Financial Services, Management, Stakeholder Management, Strategy and more. Daniel Carbone has 2 emails and 1 mobile phone numbers on RocketReach.
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Eric Vandenberg
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Andrew Stapleton
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Gavin Smith
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