D

Dan Whelan

Co-Founder

Sydney, NSW, Australia12 yrs 7 mos experience
Highly StableAI Enabled

Key Highlights

  • 20 years of experience in design leadership across fintech and technology.
  • Expert in translating design work into business outcomes.
  • Coaches senior designers to become strategic decision-makers.
Stackforce AI infers this person is a Fintech design leader with a strong focus on user experience and strategic decision-making.

Contact

Skills

Core Skills

Design LeadershipUser Experience (ux)Product DiscoveryDesign StrategyProduct Road MappingTeam LeadershipBusiness StrategyProduct InnovationUx ResearchAccessibilityConsultingStrategic InsightsMarket Research

Other Skills

LeadershipGen AIAgile MethodologiesRapid PrototypingDesign SprintsWorkshop FacilitationMiroCustomer Journey MappingConversational AIC SuiteEntrepreneurshipClient ServicesDecision QualityStrategic InfluenceOutcome-Led Design

About

I help organisations create leverage through design. Not more output. Better decisions. After 20 years across banking, fintech, and global technology, and a lot of time on both sides of the hiring table. I've noticed the same gap showing up repeatedly. Senior designers who do genuinely strong work, but can't make it legible to the people who fund and evaluate it. They describe process when the room wants outcomes. They talk about craft when the conversation has moved to risk. The work is good. The translation is missing. I'm a researcher by background and a design leader by practice, which means I think about behaviour before I think about screens. That perspective shapes how I coach, how I hire, and how I think about what design is actually for in a commercial context. Alongside my role at CommBank, I write and coach on design leadership. My focus is senior designers who are ready to stop being implementers and start being decision-makers. If that's where you are, start with The 7 Shifts from Senior IC to Design Leader - it's in the featured section below, or book a free session with me at APDList here: https://adplist.org/mentors/daniela-whelan

Experience

12 yrs 7 mos
Total Experience
3 yrs 8 mos
Average Tenure
1 yr 7 mos
Current Experience

Commonwealth bank

Product Design Lead - Wealth & Private

Oct 2024Present · 1 yr 7 mos · Sydney, NSW · Hybrid

  • Achievements:
  • FY25 26% YoY new user growth for Investing Hub in the CommBank App
  • Delivered customer-backed 3yr design visions for Investing, Super and SMSF
  • Grew Wealth & Private design team from 14 to 19 designers in 12 months
  • Built and deployed an agentic AI discovery tool that reduced research synthesis time and increased team confidence in product decisions
  • My focus at CommBank has been straightforward: turn a team of strong designers into strategic partners their squads actually rely on.
  • That means less finessing, more experimenting. Less presenting work, more shaping decisions. Less being the voice of design in the room, more being the trusted voice of the customer.
  • Day to day that looks like coaching designers to connect their work to behaviour and outcomes, building the conditions for continuous discovery rather than episodic research, and creating the kind of psychological safety where accountability and ambition sit comfortably next to each other.
LeadershipUser Experience (UX)Gen AIProduct DiscoveryDesign LeadershipDesign Strategy

Intuit

3 roles

Idea Pioneer - New Business Discovery Team (Secondment)

Jun 2022Dec 2022 · 6 mos

  • Achievements:
  • Selected from hundreds of company-wide applicants for a cohort of five
  • Coached directly by Scott Cook, Intuit founder, and Sara Katz, Director of Innovation
  • Delivered strategic analysis on >$1B opportunity areas in 6 months
  • One of five designers selected globally for Intuit's New Business Discovery team — a rotation focused on finding the company's next significant growth opportunity.
  • Working at that scale taught me something that shapes how I lead design today: differentiated competitive advantage is elusive, and the only way to find it is to spend more time testing hypotheses and understanding behaviour than designing solutions. Most teams get that ratio backwards.
Rapid PrototypingBusiness StrategyProduct Innovation

Product Design Manager

Oct 2021Sep 2024 · 2 yrs 11 mos

  • Achievements:
  • FY24 42% new user growth for Year End Review in QuickBooks Online
  • Delivered customer-backed 3yr design vision and prioritised product roadmap
  • Established a continuous discovery and benchmarking usability program
  • > Upskilling designers to lead their own research
  • Pioneered an Intuit-first global experimentation training program, avg NPS 80
  • Wizard of Oz'd a voice-activated invoicing tool for small business owners at a company hackathon
  • > testing behaviour change before writing a line of code
  • Led Gen AI feature discovery to proof of concept stage
  • At Intuit I saw up close what happens when strong design work loses its narrative. When the connection between design decisions, behaviour change, and business outcomes isn't made explicit, the work becomes invisible — regardless of its quality. The room moves on without you.
  • That sharpened how I think about design leadership. It's not enough to do good work. You have to make the impact legible, in the language of the people who fund and evaluate it.
  • Everything I built at Intuit was oriented around closing that gap. A continuous testing program so decisions were grounded in real behaviour. A benchmarking program so impact was measurable over time. A training program that didn't just teach designers the theory of outcome-led design but made them practice it until it became instinct.
Design StrategyGen AIProduct Road MappingAgile MethodologiesTeam LeadershipDesign Leadership

Principal Product Discovery Lead

May 2019Oct 2021 · 2 yrs 5 mos

  • Achievements:
  • Led discovery that redirected e-invoicing from an immediate Australian launch to a staged global approach — recommending prioritisation of markets with established e-invoicing infrastructure before entering AU
  • Delivered a service design blueprint for the AU market improving both user and employee experience
  • Built out discovery capacity by bringing on a researcher as demand scaled, moving from senior IC to player-coach
  • This role is where I learned what research is actually for. Not findings decks. Not insight repositories. Not empathy maps on a wall. Research that changes what a business decides to do next — that's the standard I've worked to ever since.
  • The e-invoicing project is the clearest example. Discovery work revealed that the Australian market wasn't ready, and that a staged approach — learning from markets where e-invoicing was already established — would reduce risk and improve the eventual AU launch. The recommendation wasn't "here's what users want." It was "here's where to place the bet and why, and here's the sequence that gives us the best chance of getting it right."
  • I started this role as a senior IC with strategic reach across product, marketing, and strategy teams. As the work scaled I brought on a researcher and shifted into a player-coach model — still doing the work, but building the capability around me at the same time.
Product Road MappingDesign SprintsWorkshop FacilitationMiroCustomer Journey MappingUX Research+2

Commonwealth bank

Senior UX Researcher (Team Lead, 6 Researchers | Commbank App)

Oct 2017Apr 2019 · 1 yr 6 mos · On-site

  • Achievements:
  • Led a 6-person UX research team serving 20 squads across the CommBank digital division
  • Delivered generative research that shaped the award-winning Benefits Finder feature
  • > 1.1m users, 230,000 claims
  • Researched user acceptance of voice-led experiences using prototype testing with Google Home devices — one of the earliest explorations of conversational UI behaviour at the bank
  • Established a best-in-class accessibility testing program
  • Introduced implicit association testing to measure brand-experience alignment in the CommBank App - a methodology new to the bank that gave digital designers evidence to close the gap between brand perception and in-app experience
  • Panelist, AMSRS National Conference 2019 — "The pros and cons of stakeholders doing their own research"
  • The title says Senior UX Researcher. The reality was closer to building and running a research function from the ground up.
  • Six researchers. Twenty squads. A mandate to make sure design decisions across CBA's digital division were grounded in real customer behaviour rather than assumption.
  • The work that sticks with me most is the implicit association study. CBA's brand and digital teams sat in completely separate business units — a structural reality that quietly eroded cohesion for customers. The app felt slightly disconnected from the brand they knew everywhere else. We used implicit testing to make that gap measurable, giving the design team the evidence they needed to close it deliberately rather than hope it resolved itself.
  • That's the problem with silos. The customer experiences the whole thing. The organisation only sees its part.
Agile MethodologiesAccessibilityTeam LeadershipConversational AIUX Research

Direction first | human8

Head of Qualitative Research

May 2017Oct 2017 · 5 mos · Greater Sydney Area · On-site

  • Achievement:
  • Delivered a 4-month strategic branding project to BankWest C-suite
  • Led a team of 8 qualitative researchers to deliver actionable insights to clients across financial services, retail, and technology. The BankWest engagement involved strategic brand research presented directly to executive leadership, an early lesson in what it takes to make research land at the top of an organisation.
C SuiteConsultingStrategic InsightsTeam Leadership

Dan whelan coaching & consulting

Founder

Nov 2010Mar 2017 · 6 yrs 4 mos · Sydney

  • Achievements:
  • 12-month embedded Insights & Research Consultant engagement with AMP
  • 3-month Consumer Insights Planner engagement with Pernod Ricard
  • Delivered research and strategy independently for blue-chip clients across financial services, FMCG, fashion and beverages
  • Before moving into enterprise design leadership, I ran my own research and strategy consultancy for six years — independently scoping, delivering and presenting qual and quant research projects to marketing, product and leadership teams across some of Australia's most recognised brands.
  • This is where I learned to work without a safety net. No team to delegate to, no institution to borrow credibility from. Just the quality of the thinking and whether it changed what clients decided to do next.
  • I'm rebuilding this now — coaching and consulting alongside my role at CommBank, helping senior designers develop the strategic influence and decision quality that makes their work impossible to ignore.
Business StrategyEntrepreneurshipMarket ResearchConsulting

The leading edge (acquired by fiftyfive5)

Market Research Consultant

Sep 2006Nov 2010 · 4 yrs 2 mos · Sydney, New South Wales, Australia · On-site

  • Achievements:
  • Promoted 3x in 4yrs to Consultant
  • Rookie of the Year nomination at parent company awards
  • Delivered research and consultancy for a new product launch in China
  • Developed a specialism in brand strategy and positioning research which took me to China, to launch a new contraceptive pill; Japan, to develop new canned coffee flavours using a customer co-creation methodology; and the Philippines to research allergy medication.
Client ServicesMarket ResearchConsulting

Education

Reforge

Certificate — Experimentation & Testing

Mar 2022May 2022

IxDF - The Interaction Design Foundation

Certificate — UX Management: Strategy & Tactics

The CX Academy

Certificate — Customer Experience

University of Technology, Sydney

Bachelor of Design — Industrial and Product Design

Reforge

Certificate - Growth Series

Duke University via Coursera

"A Beginner's Guide to Irrational Behaviour" by Dan Ariely — Behavioural Economnics

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