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Daniel Gara

Director, Product Management - Financial Planning AU at Morningstar

Daniel Gara is a seasoned professional in the financial technology industry with extensive experience in product management and entrepreneurship. He served as Director, Product Management - Financial Planning AU at Morningstar from December 2019 to June 2021.1

Prior to joining Morningstar, Gara was the co-founder and CEO of AdviserLogic, a cloud-based financial planning software platform, which he sold to Morningstar in December 2019.2 After the acquisition, he joined Morningstar to lead the product development and go-to-market efforts for AdviserLogic.2

Career Highlights

  • Co-founder and CEO of AdviserLogic (August 2017 - December 2019)1
  • Head of Product Development at AdviserLogic (July 2007 - August 2017)1
  • Financial Adviser and Founder of PF Services Pty Ltd (October 2003 - July 2007)1

Education and Certifications

  • Masters from Kaplan Professional (2005 - 2008)1
  • Diploma of Financial Planning from Deakin University (1999 - 2002)1
  • Certified Financial Planner (CFP) from Financial Planning Association of Australia (October 2004)1

Gara has a strong background in product management, financial planning, and business efficiency. He has also shown interest in gamification, as evidenced by his certification in "Designing Gamification Level 1" from Udemy.1

Highlights

Morningstar Completes Acquisition of Financial Planning Software ...

Related Questions

What are Daniel Gara's key achievements at Morningstar?
How did Daniel Gara's role at AdviserLogic influence his work at Morningstar?
What specific products or services has Daniel Gara developed at Morningstar?
How has Daniel Gara's background in financial planning shaped his product management strategies?
What are some notable projects Daniel Gara has led at Morningstar?
Daniel Gara
Daniel Gara, photo 1
Daniel Gara, photo 2
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Location

Sydney, Australia