FINANCIAL PLANNER – CLAY BLAND

Financial Planner

Clay Bland

Daniel Gerson 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.

FSG Part 1 – Synchron Advice v9.1
Bland, Clay (Quest) – 20251211 – FSG Part Two V8.1

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