FINANCIAL PLANNER – DANIEL GERSON
FOUNDER & DIRECTOR
Daniel GERSON
Daniel Gerson is the Principal of Quest Advisory Group and has been in the financial planning industry for twenty 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
Insurance Is A Sound Investment
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though - life can throw a curve ball or two and insurance is one way to manage risk in a broader context. It’s a matter of weighing...
Tax Changes – What It Will Mean To Me
Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it...
2023 Year In Review
Australia’s economy stubbornly defied predictions during 2023, dashing any hopes that we might begin to return to some kind of normal. Some had expected an end to the Reserve Bank’s continued cash rate rises during the year. Instead, inflation has been a stubborn foe...
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