FINANCIAL PLANNER – DANIEL GERSON

FOUNDER & DIRECTOR

Daniel GERSON

Daniel Gerson Financial Planner
Daniel Gerson is the Principal of Quest Advisory Group and has been in the financial planning industry for fifteen years.

Daniel has also held business development management positions in the software and telecommunications industries and draws on this experience in terms of planning, meeting expectations and delivering achievable results to his clients.

He believes strongly in providing holistic financial advice to his clients with the highest levels of customer service.

Daniel has completed the Diploma of Financial Planning, Cert IV in Finance and Mortgage Broking, Diploma of Mortgage Broking Management and holds a Bachelor of Laws/Bachelor of Arts double degree from Notre Dame University.

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FINANCIAL PLANNING NEWS INSIGHTS & BLOGS

Daniel’s Posts

WHY BUDGET? It’s not that Important, right?

WHY BUDGET? It’s not that Important, right?

Budgeting is one of those things that everyone thinks is a good idea, but few put into motion. Perhaps it’s partly that some people are unsure how to budget, don’t want to spend the time, or maybe some people have an inkling of what the outcome will be, but would...

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Should I be Investing if I have Debt?

Should I be Investing if I have Debt?

For most people, debt will be a feature at one (or many) stages of their lives. There are many types of debt, some of which are positive, and many which can have a negative impact on your financial health, and your lifestyle. Many people are unaware of the levels of...

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Superannuation According to the ATO

Superannuation According to the ATO

  Did you know that as at 30 June 2016, over 14.8 million Australians had a super fund account, and that 43% of these people had more than one fund....each charging fees? If we narrow this down, people between the age of 30 and 55, during the most productive years of...

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