MEET THE QUEST TEAM
YOUR PERTH FINANCIAL PLANNING TEAM
Meet the Team
We’re proud of our team because they take pride in the work they do for our clients.
To book an appointment with one of our advisers today and take the first step in making the financial decisions that are right for you, and your loved ones.
Simply click on the photo of the Adviser you wish to connect with.
QUEST ADVISORY GROUP
Daniel Gerson
Director
Authorised Representative 463542
Daniel is the Principal of Quest Advisory Group and has been in the financial planning industry for over 15 years. He believes strongly in providing holistic financial advice to his clients with the highest levels of customer service.
Daniel also holds a Bachelor of Laws/Bachelor of Arts double degree from Notre Dame University.
Clay Bland
Financial Planner
Clay demonstrates a dedicated commitment to the success of our clients, our people and our firm. He specialises in consulting to young professionals, executives, family groups as well as small to medium-sized businesses. The holistic financial advice offered through Clay and Quest Advisory includes providing clients with advice on Financial Planning, Investments, Superannuation Advice, Insurances & Taxation.
Clay has been personally assisting clients with their financial goals for over 23 years and believes building a trusted long term partnership with clients is a vital part of the financial planning and wealth building process. Clay starts this process by defining each client’s current financial position, along with their financial and lifestyle aspirations. With this clarity he develops a tailored strategic plan to assist them in realising these goals. As life changes, Clay remains actively involved, adjusting the strategy where needed to ensure clients remain on track throughout life’s different chapters to achieve the best outcome.
Outside of the office, Clay enjoys basketball, all types of football, going to the beach and spending time with his three young children.
Andrew Di Carlo
Financial Planner
Authorised Representative 249771
Andrew has been in the financial services industry since 1980. He currently holds a Bachelor of Business in Accounting and has obtained his CPA status with the Association of Certified Practicing Accountants. Andrew has spent over ten years as a director and partner in financial services firms.
Bill Hackett
CERTIFIED Financial Planner
Bill is a Certified Financial Planner with Quest, who is trusted to provide his clients confidence regarding their direction for their financial futures.
Bill speaks superannuation fluently and is well versed in tax-effective strategies to help make clients super funds last longer in retirement.
In these volatile times, Bill has used his extensive experience in the industry to educate and reassure his clients through good times and bad.
Bill feels that a calculated approach to client’s financial situations helps absolve any stresses brought on by global economic, political, and financial events.
Bill has been in the financial industry since 1981, and has assisted clients to live through good times and bad without panicking and making positive financial decisions.
Bill has had a rewarding stint in the Army Reserves, and enjoys outdoor activities such as target shooting and hiking.
Kane Batka
Associate
Kane is an associate who has recently joined the Quest team.
Kane believes that each client brings a unique possibility for advice and enjoys creatively approaching each situation to get the most benefit.
After completing his Bachelor of Business in finance and management, Kane has returned to the financial planning industry.
Between Kane’s time in the financial planning industry, he worked in the Perth craft brewing industry, and with a prominent supplier in the Australian HVAC industry.
Kane’s broad experience across industries in Perth has rewarded him with perspective to tackle any challenge that comes his way.
Kane has been involved in music, working at festivals across Western Australia, and enjoys reading and basketball.
PLANNING FOR YOUR FINANCIAL GOALS?
Book a complimentary discovery session and start creating your financial roadmap.