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 Financial Planner

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.  

Daniel Gerson Financial Planner

Howard Norman

Financial Planner

Authorised Representative 1244752

Howard is a qualified Financial Planner, who migrated from Zimbabwe in 2003.  

Bringing with him a wide range of skills developed in business management, administration and agribusiness across a career spanning over 20 years.

Andrew Di Carlo Financial Planner

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.

Jenny Denver

Financial Planner

Authorised Representative 282232

Jenny has been involved in the financial services industry since 2003.  She is passionate about making a positive change.

By taking a holistic approach Jenny enjoys working together with her clients to realise their definition of future wealth and success. 

Alan Vine

Administrator

Alan has 20+ years’ experience within the industry, which has enabled him to develop a comprehensive understanding of the advice and administration process.

Alan enjoys working with the network of Quest clients, financial planners and product providers.  Alan will greet you upon coming into the Quest Advisory Group Office.

PLANNING FOR YOUR FINANCIAL GOALS?

Book a complimentary discovery session and start creating your financial roadmap.