Daniel Grusd Email and Phone Number
Daniel Grusd work email
- Valid
Daniel Grusd personal email
I’m Daniel, and my journey as a Financial Advisor began in Johannesburg back in 2001. So, I have been in the business of supporting better financial (and often, even personal) decisions for over two decades across two continents.As the Principal Financial Advisor and Director of Wealth Management at Onelife Financial, I specialise in financial advice, wealth management and SMSF advisory.My approach is all about empowerment. I look at every situation objectively and then provide clients with the resources and the support they need to make the right financial decision. I believe that we can achieve whatever we set our minds to – often beyond what we give ourselves credit for. I see my role as your objective partner and empower you to make those shifts.This strong drive and the realisation that our time on Earth is finite will forever push me to go above and beyond when helping clients achieve their financial objectives through Onelife Financial.I’m also a firm advocate of work-life balance. So, outside of work, I love to spend time with my family and friends and enjoy various hobbies. I spend my weekends with my kids, being active in nature, running, surfing and hitting the snow when the opportunity allowsIn everything I do, I practise integrity and always keep my word – values instilled in me by my father at an early age. These guiding principles allow me to be the financial advisor that clients trust to help them take better control of their financial futures.
Onelife Financial
View- Website:
- onelifefinancial.com.au
- Employees:
- 2
-
Director And Financial AdviserOnelife FinancialSydney, Nsw, Au -
Director & Financial AdviserOnelife Financial Sep 2009 - PresentSydney, AustraliaI established Onelife Financial shortly after immigrating to l Australia in May 2009. Australia was just beginning to emerge from the depths of the GFC so as you can imagine this did not make for a smooth start. The business initially kicked off with AMP as our licensee and in then moved over to Synchron where we have been authorised representatives since May 2011.Onelife offers a fully comprehensive financial planning service; we have a vast array of clients varying from small business owners to professionals and retirees. The clients we most enjoy working with are those that are wholly engaged in the process where we can have a meaningful impact on many aspects of their finances and build deep long lasting bonds often turning into friendships. -
DirectorHdo Financial Design Sep 2006 - Sep 2009Cape Town Area, South AfricaAfter four years of working as a Financial Planner for The Liberty Group, I established HDO Financial Design alongside two partners.The change from working as a tied agent at Liberty to having our own Financial Services License was a welcome breath of fresh air. We now had the freedom to offer our clients a significantly greater choice of products from varying Life insurers, Investment houses and Medical Aids. I continued to build on the experience I gained from Liberty and was able to grow the business by nurturing existing relationships and establishing many new ones. One of my primary interests became the field of Business Insurance; I enjoyed learning the complexities of this specialised field and working with like-minded business people to ensure smooth continuity of their businesses under any circumstances. The key driver to our business success was the establishment of many new process and procedures which offered our clients an exceptional customer experience and allowed the business to run at capacity. -
Liberty Agent Financial PlannerLiberty Group Aug 2002 - Aug 2006Johannesburg & Cape Town Area, South Africa.Returning to Johannesburg after 3.5 years of studying and working in Sydney, I found myself at a job Interview with Liberty Life. Liberty was then the second largest insurer in South Africa and it was the first time I had been exposed to the financial services industry. Following a psychometric evaluation and a couple of interviews I was offered a role and was excited to embark on my new career as a Financial Planner. I underwent a 3-month intensive training program after which the new recruits were housed together at Liberties Head Office in Braamfontein. This was both an exciting and scary time for me as Libert did not provide us with any salary and it was a case of sink or swim. Starting out with friends and family I began to build new client relationships; it was very inspiring as I learnt how to complete in-depth fact finds, analyse my client's financial positions and make appropriate recommendations. As my confidence grew, I began to receive numerous awards for hitting and exceeding my sales targets.
Daniel Grusd Skills
Daniel Grusd Education Details
-
Marketing -
University Of The Free StateFinancial Planning -
International Institute Of TechnologyFinancial Planning, Retirement, Superannuation, Investment And Insurance, Compliance And Ethics -
Subjects Economics And Business Economics
Frequently Asked Questions about Daniel Grusd
What company does Daniel Grusd work for?
Daniel Grusd works for Onelife Financial
What is Daniel Grusd's role at the current company?
Daniel Grusd's current role is Director and Financial Adviser.
What is Daniel Grusd's email address?
Daniel Grusd's email address is da****@****.net.au
What schools did Daniel Grusd attend?
Daniel Grusd attended University Of New South Wales, University Of The Free State, International Institute Of Technology, University Of South Africa/universiteit Van Suid-Afrika.
What skills is Daniel Grusd known for?
Daniel Grusd has skills like Retirement Planning, Wealth Management, Investments, Wealth, Financial Planning, Financial Services, Income Protection, Strategic Financial Planning, Financial Advisory, Management, Retirement, Insurance.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial