Head of Alternative Investments and Partner @ (September 2023 - February 2025)
Vice President @ (May 2022 - September 2023)
Private Executive @ (March 2021 - May 2022)
Private Banker @ (October 2018 - March 2021)
Associate Private Banker @ (May 2018 - October 2018)
Marketing Manager @ (October 2016 - March 2018)
Home Finance Manager @ (September 2015 - October 2016)
Personal Business Banker @ (December 2014 - September 2015)
Personal Banker @ (June 2014 - December 2014)
Daniel Kelly Education
Macquarie University
Bachelor of Psychology (Psychology)
2011-2013
Australian Instiute of Music 2009-2011
CFA Institute
Chartered Financial Analyst
Daniel Kelly Summary
Daniel Kelly, based in Sydney, NSW, AU, is currently a Chief Investment Officer at Viola Private Wealth. Daniel Kelly brings experience from previous roles at Kelly+Partners Private Wealth, Credit Suisse and Westpac. Daniel Kelly holds a 2011 - 2013 Bachelor of Psychology in Psychology @ Macquarie University.
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