Daniel Williams, Cfa
About Daniel Williams, Cfa
Daniel Williams is an Associate Director in Finance & Risk Consulting at KPMG Australia, with over 12 years of experience in investment, banking, and superannuation management. He holds a Bachelor's degree in Finance from the University of Technology, Sydney, and is a Chartered Financial Analyst.
Work at KPMG Australia
Daniel Williams serves as an Associate Director in Finance & Risk Consulting at KPMG Australia. He has held this position since 2020, contributing to the firm's consulting services in Sydney. His role involves providing insights and strategies in finance and risk management, leveraging his extensive experience in the financial sector.
Education and Expertise
Daniel Williams earned a Bachelor's degree in Finance and Financial Management Services from the University of Technology, Sydney, completing his studies from 2006 to 2008. He also achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute between 2012 and 2016. His educational background supports his expertise in finance and risk management.
Background
Daniel Williams has over 12 years of experience in people, product, and project management within the investment, banking, and superannuation sectors. Prior to his current role at KPMG, he worked at Macquarie Group in various capacities, including Senior Product Manager and Super Compliance & Projects Manager, which provided him with a comprehensive understanding of financial services.
Professional Experience at Macquarie Group
At Macquarie Group, Daniel held several positions from 2009 to 2020. He served as a Wrap Operations Team Leader for two years, followed by five years as Super Compliance & Projects Manager. He concluded his tenure as Senior Product Manager. His roles involved managing complex projects and ensuring compliance within wealth management.
Consultative Approach and Problem Solving
Daniel Williams is recognized for his ability to transform complex regulatory issues into actionable programs. He operates effectively in high-pressure environments, applying logical and analytical thinking to develop innovative solutions. His consultative approach allows him to challenge organizations constructively on strategic and regulatory matters.