Financial Adviser
· LEEDERVILLE, WA
Daniel Gerson
No disciplinary history on record with ASIC
LEEDERVILLE,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463542
Practice
Leederville, WA (practice address on ASIC register)
Licensed through Synchron Advice
About Daniel Gerson
Daniel Gerson is a financial adviser based in Leederville, Western Australia, with 12 years of experience in the financial services industry since 2014. Daniel works at Quest Advisory Group, which is licensed through Synchron Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Arts from The University of Notre Dame.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Services (Financial Planning)
Kaplan
2015
Self Managed Superannuation Funds
Kaplan Education
2016
Bachelor of Arts
The University of Notre Dame
2016
Bachelor of Laws
The University of Notre Dame
2026
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register