Daniel Gerson

Daniel Gerson Email and Phone Number

Managing Director at Quest Advisory Group @ Quest Advisory Group
Unit 1, 341 Oxford St,Australia
Daniel Gerson's Location
Greater Perth Area, Australia
Daniel Gerson's Contact Details

Daniel Gerson personal email

n/a

Daniel Gerson phone numbers

About Daniel Gerson

Daniel Gerson is a Managing Director at Quest Advisory Group at Quest Advisory Group. He possess expertise in business development, business strategy, business analysis, marketing strategy, sales management and 40 more skills. He is proficient in Italian and Hebrew.

Daniel Gerson's Current Company Details
Quest Advisory Group

Quest Advisory Group

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Managing Director at Quest Advisory Group
Unit 1, 341 Oxford St,Australia
Website:
questadvisorygroup.com.au
Employees:
3
Daniel Gerson Work Experience Details
  • Quest Advisory Group
    Managing Director
    Quest Advisory Group Jul 2016 - Present
    Perth, Australia
    View
  • As Financial Solutions
    Director
    As Financial Solutions Feb 2015 - Jun 2016
  • Success Financial Pty Ltd
    Director
    Success Financial Pty Ltd Mar 2014 - Apr 2015
    Perth, Australia
    Success Financial provides holistic finance advice to clients in Perth, Western Australia. We provide advice in relation to:Mortgages:Residential MortgagesCommercial MortgagesCar/Boat/Caravan FinanceEquipment/Chattel FinanceFinancial Planning:Life InsuranceTotal Permanent DisabilityTrauma Income ProtectionBusiness ExpensesSuperannuation PlanningSuperannuation RolloversInsurance BondsWhole of Life InsuranceTransition to RetirementWe pride ourselves on completely independent advice, and are not institutionally owned. We have access to a full panel of lenders, and are sure to be able to assist you with your enquiries.
  • Classic Information Systems
    Business Development Manager
    Classic Information Systems Jul 2013 - Feb 2015
    Perth, Australia
    Classic Information Systems is a well regarded Accounting & ERP Solution for the mining and oil & gas industries. Current clients include mineral and oil explorers, junior & mid tier miners, and oil producers. With local Perth based support we service a global client base.
  • Meercat Pty Ltd
    Business Development Manager
    Meercat Pty Ltd Jan 2013 - May 2013
    Perth, Australia
    Meercat provides Risk Management and Asset Integrity solutions to a worldwide market through RiskView Designer and RiskView Live. We currently operate within the Mining, Oil & Gas, Chemical and Petrochemical, Manufacturing and Construction industries.
  • Meercat Pty Ltd
    Business Analyst
    Meercat Pty Ltd Nov 2011 - Jan 2013
    Perth, Australia
    I work as a Business Analyst for Meercat. We provide Risk Management solutions to a worldwide market via RiskView Designer, Live and Template Editor.
  • Symmetry Financial Services
    Insurance Assistant
    Symmetry Financial Services Feb 2011 - Nov 2011
    Perth, Australia
    I worked with Symmetry FInancial Services, who is an AMP Affiliate Financial Planning Service Provider. Duties included providing assistance to the existing client base, in facilitating meetings, client policy reviews, support request, and portfolio updates.
  • Western Australian Maritime Museum
    Visitor Services Officer
    Western Australian Maritime Museum Apr 2008 - 2010
    Perth, Australia
    I worked as a Visitor Services Officer at the two Western Australian Maritime Museum sites - Shipwreck Galleries and New Museum. I provided tours to visitors, as well as answering general questions whilst walking in the galleries.
  • Self Funded Retirement Planners Pty Ltd
    Office Manager
    Self Funded Retirement Planners Pty Ltd 2006 - 2008
    Perth, Australia
    Self Funded Retirement Planners is a Boutique Financial Planning firm in East Perth, specialising in high net worth SMSF Superannuation clients. With 6 Planners and over 15 admin staff, I was office manager and was in charge of ensuring the successful submission of client product application forms, property rentals, office management, and staff management.
  • D&D Telecommunications
    Director
    D&D Telecommunications 2001 - 2003
    Perth, Australia
    D&D Telecommunications was a wholesaler of International Calling Cards to the Western Australian Market. Providing channel distribution for multiple calling card producers, D&D Telecommunications had an annual turnover of over $1m. Clients included Delis, Newsagents, Lotteries Kiosks, Phone Shops across Western Australia.

Daniel Gerson Skills

Business Development Business Strategy Business Analysis Marketing Strategy Sales Management Change Management Project Management Risk Analytics Project Planning Distribution Strategies Marketing Lead Generation Market Research Social Media Marketing Sales Prospecting Networking Sales Operations Solution Selling Solution Implementation Erp Erp Software Sales Process Manage Client Relationships Client Liaison Staff Management B2b Marketing B2b Sales Software Implementation Life Insurance Income Protection Superannuation Mortgage Broking Personal Finance Trauma Insurance Tpd Insurance Holistic Financial Planning Financial Planning Software Project Management Financial Software Implementation Business Succession Planning Revenue Protection Insurance Keyman Insurance Buy Sell Agreements Business Planning Insurance

Daniel Gerson Education Details

Frequently Asked Questions about Daniel Gerson

What company does Daniel Gerson work for?

Daniel Gerson works for Quest Advisory Group

What is Daniel Gerson's role at the current company?

Daniel Gerson's current role is Managing Director at Quest Advisory Group.

What is Daniel Gerson's email address?

Daniel Gerson's email address is da****@****.com.au

What is Daniel Gerson's direct phone number?

Daniel Gerson's direct phone number is +618646*****

What schools did Daniel Gerson attend?

Daniel Gerson attended The University Of Notre Dame Australia, Kaplan Professional, Kaplan Professional Education, Kaplan Professional Education, Kaplan Professional Education, Curtin University Of Technology, Carmel High School.

What skills is Daniel Gerson known for?

Daniel Gerson has skills like Business Development, Business Strategy, Business Analysis, Marketing Strategy, Sales Management, Change Management, Project Management, Risk Analytics, Project Planning, Distribution Strategies, Marketing, Lead Generation.

Who are Daniel Gerson's colleagues?

Daniel Gerson's colleagues are Andrew Dicarlo, An Tran.

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