Good Advice, Good Value, Good People

The Team


Daniel Stevens

Daniel has worked in the financial services industry (funds management and superannuation) for the past 10 years in a range of senior roles. Daniel brings experience and energy to assist his clients grow and protect their personal wealth.

Qualifications

  • B.Bus
  • Diploma of Financial Planning – FS (FP)
  • Advanced Diploma of Financial Planning

Memberships and Associations

  • Financial Planning Association of Australia

Authorised Representative

  • Daniel Stevens is an Authorised Representative of AMP Financial Planning Pty Limited

David Ryan

David has been a financial planner since 1994. He is committed to providing his clients with professional advice at a reasonable cost and in easy to understand terms.

Qualifications

  • Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER® professional

Memberships and Associations

  • Financial Planning Association of Australia

Experience

  • 20 years’ experience in the Financial Planning Industry

Authorised Representative

  • David Ryan is an Authorised Representative of AMP Financial Planning Pty Limited

The Staff

Case Managers

  • Sandy Smith
  • Gam Suteerawanit
  • Lois Ryan
  • Jesse Jacobson