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Daniel Gara
Hi, I'm Daniel Gara. Welcome to my profile!
I have been involved in the financial services industry since 1999 and have marvelled at the resillience and development of the profession. My main passions are helping financial advisers improve their businesses through increased efficiency and improved sales opportunities. Unsurprisingly, I believe technology plays a crucial part in strengthening a planning practice. Why AdviserLogic? At AdviserLogic we have an inherent belief in the benefit financial advisers can bring to all Australians. Whether helping them to protect their families or grow their nest eggs, advisers play a crucial role in the betterment of their clients' lives. We understand the importance of regular, quality contact with clients and prospects. So, rather than letting advisers get bogged down in mundane tasks, we utilise technology to assist them in three key areas: 1. Delivering compliant advice 2. Providing services efficiently 3. Maximising opportunities with clients and prospects As former industry practioners, we recognise 'why' and 'how' technology can assist advisers and are guided by these three objectives in all aspects of AdviserLogic's development. Volume of functionality has never been our goal. Rather, we have focused on ease of use. Our aim is to make components so simple that little to no training is required to benefit from them. If we can remove a click, we will. If we can redesign a form for easier access, we will. Since AdviserLogic is intuitive and easily customised, it will become the central nervous system of a financial planning practice, rather than just another software add-on. Our passion for simplicity has allowed us to develop a feature-rich end-to-end financial advisory application that is highly integrated both internally and externally, while earning industry recognition as the easy-to-use software option for advisers.
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