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.
BOOK A MEETING NOW
Contact Daniel
FINANCIAL PLANNING NEWS INSIGHTS & BLOGS
Daniel’s Posts
Investment Property: Getting It Right
With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households (21%) owns a home in addition to their...
New Increased Super Contribution Caps
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an increase in the caps on contributions from 1 July. The concessional contributions cap, which is the maximum in...
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...
PLANNING FOR YOUR FINANCIAL GOALS?
Book a complimentary discovery session and start creating your financial roadmap.