FINANCIAL PLANNER – DANIEL GERSON
FOUNDER & DIRECTOR
Daniel GERSON
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.
FSG Part 1 – Synchron Advice v9.1
Gerson, Daniel – Quest – 20260320 – FSG Part Two V8.0
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FINANCIAL PLANNING NEWS INSIGHTS & BLOGS
Daniel’s Posts
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...
Out With The Old In 2024
A New Year is a chance to start afresh and move into the year ahead with confidence and optimism that it’s going to be a great one! Part of setting yourself up for a wonderful year can sometimes be letting go things in your life that are not so beneficial for you and...
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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