Daniel Gerson in Perth, Western Australia | Financial planner

Daniel Gerson

Locality: Perth, Western Australia

Phone: +61 1300 120 455

Address: 327 Pier Street 6000 Perth, WA, Australia

Website: http://www.questadvisorygroup.com.au

Likes: 85

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Reviews

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• Financial service
• Financial planner

25.01.2022 An amazing opportunity to have in depth discussions with Fran Kinniry (Global Head of Portfolio Construction) and Dr Qian Wang (Chief Economist - Asia Pacific) from Vanguard. Having access to minds like these allow us to ensure our clients are getting the best advice to meet their investment needs.

25.01.2022 Self Employed? What will happen to you and your business if you are unable to work. We can assist!

24.01.2022 It’s always great to visit local businesses using local products and workmanship. Brad and Tina make 4x4 accessories from their workshop - particularly for landcruisers. They build and designed these awnings from scratch! You should see the quality! Dingo 4x4 Custom Accessories

21.01.2022 Have you considered how you are going to fund aged care? Come and have a chat to us at Quest Advisory Group to discuss your options.

20.01.2022 Was very informative having Rudi Minbatiwala (Head of Equity Income - Colonial First State) and Nathan Robinson (BDM) come to speak with us about new options in managed funds for both growth and income.

20.01.2022 Yay! We got a sign! Many thanks to Alec from MBE Northbridge and Dave Matrai and his team from Perth Branding!

19.01.2022 Was great having Damon Gosen (Vice President - Business Development) from VanEck come to explain to us how their ETFs can assist our clients who are looking for a more sophisticated approach to Indexed Investments. Having access to specialists such as Damon means we can consistently provide the best advice to meet our clients needs.

18.01.2022 Thanks BT Life. Claim of $196,000 paid to one of our clients.Thanks BT Life. Claim of $196,000 paid to one of our clients.

18.01.2022 Super funds with no cash.... why I dont like industry funds... Investmentmagazine.com.au/2020/03/wheres-the-leadership

18.01.2022 Great to have Alex Zaika (Head of Wealth - iShares) from Blackrock - the worlds largest investment house come and talk to us about ETFs and how smartbeta systems can help our clients achieve solid results from indexed funds but with some of the smarts of actively managed funds. Complex.... yes.... but this is our specialty.

17.01.2022 Kalgoorlie here we come.... its not too late to book an appointment to see one of our advisers - message us here for more info.

15.01.2022 Dont forget to come to the Perth Home Expo today at the convention centre. Come in and have a chat and go into the draw to win an iPhone X drawn tomorrow.

13.01.2022 Its always great to visit local businesses using local products and workmanship. Brad and Tina make 4x4 accessories from their workshop - particularly for landcruisers. They build and designed these awnings from scratch! You should see the quality! Dingo 4x4 Custom Accessories

12.01.2022 En route to Kalgoorlie

12.01.2022 Peter works as a plant operator. He was walking round the back of the tipper one day at work and got injured. He is off work for 6 months with a substantial back injury. His workers comp only covered him for his medical expenses, but he still has to pay his mortgage, the bills, and support his family. Peter is lucky that he has Income Protection so that 75% of his monthly income is covered. He CAN keep paying his mortgage, his bills and supporting his family. Want to be protected like Peter?, contact us at Quest on 1300 120 455 or message us here.

11.01.2022 Always great to get out with industry professionals. Thanks to Tony Femia (State Manager MLC Insurance) with Howard Norman and Bernie Fernandes, checking out the new stadium for Derby Day

11.01.2022 Meet Matt from Guv'nor Locksmiths. Matt has been a client of ours for a couple of years now. He has worked on our office, our homes and our cars. We trust him. If you are looking for a great, Award Winning Locksmith contact Matt on 0420 946 989

10.01.2022 Come down to the home expo at the convention centre to have a chat and for your chance to win an iPhone X from our stall

10.01.2022 We will remember them...

09.01.2022 Are you stuck in a 'Mortgage Prison' and don't think you can refinance? We have access to honest, impartial and professional mortgage brokers who can assist. Contact us if you would like a referral to one. https://www.news.com.au///5467fbbdc933cbe18ab9019e81381885

08.01.2022 You only have one crack at life! We all want to do the things we enjoy. We can help you by ensuring you are on track financially. Contact Quest Advisory Group for a Free Financial Health Check.

08.01.2022 Honoured to have been invited to participate in the AIA WA Board of Advice to assist with sharing advisers views to AIA as to how we can help our clients more.

07.01.2022 Its always great to spend time with key decision makers in the industry. Sean McCormack (Chief Retail Officer) from MLC Life is one of those people. By having meetings like these we are able to assist our clients by understanding the systems, processes and new product advances to serve our clients better.

07.01.2022 The RBA has kept the cash rate at 25 basis points as the coronavirus remains first and foremost a very major public health issue, but it is also having very significant effects on economies and financial systems around the world. View the April Economic Update.

07.01.2022 Its that time of year again, come down and visit us at the HIA Perth Home Show

07.01.2022 Meet our dedicated Claims Liaison Manager Warwick Beard from TAL Insurance. It was really great to have an in-depth chat with Warwick around insurance claims, and his back to basics approach in dealing with clients is refreshing. Warwick believes that simple communication and empathy goes a long way in helping clients manage their claim, and their recovery. We have long believed that insurance is a promise written on paper for help in the future, and it is great to have professionals like Warwick to help us to help our clients.

06.01.2022 KALGOORLIE - We're coming back 17th-18th April 8 Free Financial Health Check Appointments Left Have you wondered whether you are on track financially, and what you can do to save, build, grow and protect your wealth?... Quest Advisory Group are specialist holistic financial planners that can assist you. We are Perth based but come to Kalgoorlie frequently. We are offering 8 Free Financial Health Check Appointments where we will discuss with you your financial situation and how we can assist. Superannuation Self Managed Superannuation Assets / Liabilities Analysis Income v Expenditure Estate Planning Retirement Planning Wealth Creation Personal Protection Investments (Shares, ETFs, Managed Funds) To book your Free Financial Health Check, https://calendly.com/michaeldegtyar

05.01.2022 At the end of today we have had heaps of great chats, and were able to provide information to the public about financial planning.... happy days! The Perth Home Show is open all day tomorrow as well. Come down!

05.01.2022 Always a pleasure having Norm Robinson (CEO) from Sentinel Stockbroking come to visit us and update us on their service offering and the trends in the market. The technology they adopt makes them industry leaders in their field, and allow us to deliver an optimum result to our clients.

04.01.2022 Do you need assistance with budgeting and debt management? Contact us at Quest 1300 120 455 or message us through this ad.

03.01.2022 Thanks Kalgoorlie! Its been a blast! See you in three weeks time :) #financialplanning #questadvisorygroup

03.01.2022 Setting realistic and measurable goals are important to achieving success. So is getting your financials sorted. Contact Quest Advisory Group for a Free Financial Health Check

03.01.2022 Michael and Dan are on their way back to Kalgoorlie and are there until Wednesday. If you would like to book an appointment for a free financial health check call is on 1300120455

02.01.2022 Super funds with no cash.... why I don’t like industry funds... Investmentmagazine.com.au/2020/03/wheres-the-leadership

01.01.2022 KALGOORLIE - We're coming back 19th-20th March 8 Free Financial Health Check Appointments Left Have you wondered whether you are on track financially, and what you can do to save, build, grow and protect your wealth?... Quest Advisory Group are specialist holistic financial planners that can assist you. We are Perth based but come to Kalgoorlie frequently. We are offering 8 Free Financial Health Check Appointments where we will discuss with you your financial situation and how we can assist. Superannuation Self Managed Superannuation Assets / Liabilities Analysis Income v Expenditure Estate Planning Retirement Planning Wealth Creation Personal Protection Investments (Shares, ETFs, Managed Funds) To book your Free Financial Health Check, https://calendly.com/danielquest

01.01.2022 Its always great to spend time with key decision makers in the industry. Simon Swanson (Managing Director) from ClearView is one of those people. By having meetings like these we are able to assist our clients by understanding the systems, processes and new product advances to serve our clients better.