Daniel Grusd

Daniel Grusd Email and Phone Number

Director and Financial Adviser @ ONELIFE FINANCIAL
Sydney, NSW, AU
Daniel Grusd's Location
Sydney, New South Wales, Australia, Australia
Daniel Grusd's Contact Details

Daniel Grusd work email

Daniel Grusd personal email

n/a
About Daniel Grusd

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.

Daniel Grusd's Current Company Details
ONELIFE FINANCIAL

Onelife Financial

View
Director and Financial Adviser
Sydney, NSW, AU
Employees:
2
Daniel Grusd Work Experience Details
  • Onelife Financial
    Director And Financial Adviser
    Onelife Financial
    Sydney, Nsw, Au
  • Onelife Financial
    Director & Financial Adviser
    Onelife Financial Sep 2009 - Present
    Sydney, Australia
    I 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.
  • Hdo Financial Design
    Director
    Hdo Financial Design Sep 2006 - Sep 2009
    Cape Town Area, South Africa
    After 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 Group
    Liberty Agent Financial Planner
    Liberty Group Aug 2002 - Aug 2006
    Johannesburg & 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

Retirement Planning Wealth Management Investments Wealth Financial Planning Financial Services Income Protection Strategic Financial Planning Financial Advisory Management Retirement Insurance Estate Planning Portfolio Management Superannuation Finance Small Business Asset Management Wealth Accumulation Life Insurance Disability Insurance Risk Management Financial Risk Investment Strategies Asset Allocation Personal Finance Relationship Management Financial Planners Pensions Wealth Management Services Fixed Annuities Term Life Insurance Investment Management Mutual Funds Equities Succession Planning Investment Advisory High Net Worth Individuals Securities Funding Key Person Insurance Trusts Corporate Finance Critical Illness Savings Debt Management Alternative Investments Accounting

Daniel Grusd Education Details

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.

Not the Daniel Grusd you were looking for?

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.