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. David is committed to providing his clients with professional and appropriate advice at a reasonable cost which will assist them to plan for a meaningful retirement.

Qualifications

  • Diploma of Financial Planning
  • CERTIFIED FINANCIAL PLANNER® professional

Memberships and Associations

  • Financial Planning Association of Australia

Experience

  • 24 years’ experience in the Financial Planning Industry

Authorised Representative

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

Bryce Wild

Bryce has worked in the financial services industry for the past 6 years. He enjoys assisting his clients with the setting of their goals. Once these have been agreed upon, he then takes joint responsibility in working towards those goals alongside his clients.

Qualifications

  • B.Comm
  • BComm Honours
  • Diploma of Financial Planning – FS (FP)
  • Postgraduate Diploma of Financial Planning

Memberships and Associations

  • Financial Planning Association of Australia
  • CFP (SA)

Authorised Representative

  • Bryce Wild is an Authorised Representative of AMP Financial Planning Pty Limited.

Jesse Jacobson

Jesse is one of our younger Financial Advisers with over 15 months experience in the financial services industry. Jesse’s been working with a majority of our younger client base to ensure simple yet substantial habits are developed from an early age. With a clear passion for Planning Jesse’s ultimate goals is to maintain his client’s current lifestyle whilst ensuring their financial goals and objectives are met.

Qualifications

  • B.Comm (Majoring Financial Planning)

Memberships and Associations

  • Financial Planning Association of Australia

Authorised Representative

  • Authorised Representative of AMP Financial Planning Pty Limited.

The Staff – Case Managers

  • Sandy Smith

  • Gam Suteerawanit

  • Lois Ryan