Daniel Grusd
Financial Adviser
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About
Daniel Grusd is an ASIC-registered financial adviser dedicated to helping individuals and families in Bondi Junction and across Australia achieve their financial goals. With a strong educational foundation including a Bachelor of Commerce from the University of South Africa, a Master of Commerce from The University of New South Wales, a Post Graduate Diploma in Financial Planning from the University Of the Orange Free State, and a Diploma of Financial Services (Financial Planning) from the International Institute of Technology, Daniel possesses the knowledge and expertise to provide comprehensive financial advice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Daniel is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you're planning for retirement, seeking to grow your wealth, or need assistance with insurance, Daniel can provide tailored solutions to meet your unique needs. Contact Daniel today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Daniel Grusd offer?
Daniel specialises in providing advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He will work with you to understand your specific needs and goals.
What qualifications does Daniel Grusd have?
Daniel holds a Bachelor of Commerce, a Master of Commerce, a Post Graduate Diploma in Financial Planning, and a Diploma of Financial Services (Financial Planning). He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with Daniel Grusd?
The process typically starts with an initial consultation to discuss your financial situation and goals. Daniel will then develop a personalised financial plan tailored to your needs. Regular reviews are conducted to ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Daniel Grusd benefit me?
Effective wealth management strategies can help you grow your assets, manage risk, and achieve your long-term financial goals. Daniel can provide guidance on investment strategies, asset allocation, and tax-efficient planning.
What should I expect during my first meeting with Daniel?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Daniel will take the time to understand your needs and explain how he can help you achieve your objectives. This is also a great opportunity to ask any questions you may have about the advice process.
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