Daniel personally leads
Discovery, scope, product direction, system decisions, priorities, client communication and major delivery decisions.
About Luminair
Advice-industry experience with hands-on software delivery.
Daniel Rickard leads every Luminair engagement and brings in senior design, engineering and integration specialists where the project requires them.
Daniel Rickard
Financial advice context, product judgement and technical responsibility in one lead.
Daniel is a CFP® professional and advice-technology leader with more than ten years working across financial advice operations, product delivery, portals, CRM, workflow and reporting.
Who does what, and who remains accountable.
Specialists contribute
Interface design, frontend engineering, integration, quality assurance and launch support where the brief requires them.
Accountability stays clear
Daniel remains accountable for the brief, delivery standard and client relationship throughout the engagement.
Production access is controlled
Access is limited to authorised people who need it for agreed delivery or support work. Project-specific controls are documented before launch.
Direct access to the lead, with specialist depth where it is needed.
After launch, the agreed support model covers the custom software, maintenance and improvement path. Security, repository access and continuity arrangements are documented before work begins.