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

Rex Gray


Rex has been a Financial Planner for over 40 years, and he is committed to providing professional advice and financial solutions to his clients. Rex takes great pleasure of helping his clients create and protect personal wealth.

Qualifications

  • Diploma Of Financial planning
  • CERTIFIED FINANCIAL PLANNER® professional

Memberships and Associations

  • Financial Planning Association of Australia

Experience

  • More than 40 years’ experience in the Financial Planning Industry

Authorised Representative

  • Rex Gray is an Authorised Representative of AMP Financial Planning Pty Limited

The Staff


Case Managers

  • Sandy Smith
  • Clare Fontaine
  • Lois Ryan
  • Jesse Jacobson