Daniel Gara

Daniel Gara is a seasoned professional in the financial technology sector based in Sydney, Australia. He currently holds the position of Director, Product Management - Financial Planning AU at Morningstar.2 Gara has an extensive background in product management and entrepreneurship, with a focus on fintech solutions for financial advisers.

Key points about Daniel Gara's career:

1. Co-founder and CEO of AdviserLogic, a financial planning software company, which he successfully sold to Morningstar in 2019.14

2. After the acquisition, he joined Morningstar as Director of Product Management, leading the product development and go-to-market efforts for AdviserLogic within the company.5

3. Prior to AdviserLogic, he worked as a financial adviser and founded PF Services Pty Ltd.2

4. He has a Master's degree in Applied Finance from Kaplan Professional and a background in education from Deakin University.2

Throughout his career, Gara has been recognized for his contributions to the financial software industry. Under his leadership, AdviserLogic won several awards, including "Overall Satisfaction: Software" and "Ease of Use / Navigation: Software" from Investment Trends for multiple years.2

Gara is known for his passion for improving financial advisory businesses through increased efficiency and improved sales opportunities, with a strong belief in the role of technology in strengthening planning practices.3