APPROVED FINANCIAL PLANNERS

Professional Financial Advisers – Perth WA

It’s common to put off making investment and financial planning decisions. But it’s important to take control.

Approved Financial Planners has spent 20+ years helping Perth families and professionals take control of their financial future, particularly in the critical years leading up to retirement. Our advisers specialise in Retirement Planning, Superannuation, Investment Strategy and Wealth Protection, with a straightforward approach that cuts through the noise.

We don't believe financial planning has to be complicated. What it does have to be is personal and built around your goals, your timeline, and the life you want to live.

Here's how we work: we start with a free 15-minute phone call. No obligation, no sales pitch. Just an honest conversation where you can ask the questions that have been sitting in the back of your mind. By the end of it, you'll know whether we're the right fit, and you'll have some real clarity regardless.

**Our advisers are qualified to provide advice on:**

- Retirement Planning and Pre-Retirement Strategy
- Superannuation and Self-Managed Super Funds (SMSF)
- Investment Planning
- Wealth Protection and Insurance
- Estate Planning
- Business Financial Solutions

To book a FREE 15-minute consultation, CLICK the number 08 6462 0888

During this call, we will answer any questions you have, you’ll then know if you’d like to engage us to assist you further.

Either way, you’ll have your burning questions answered.

Our Advisers

Daniel Stevens

BBus, Dip FS FP, Ad Dip FP

Daniel took over the well-established Approved business as Managing Director in 2017, after 10 years founding and managing innovative listed and unlisted funds management related businesses.

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With a specialisation in wealth management for Executives, Professionals, and Business Owners, Daniel has earned the trust of many prominent Western Australian families and high net worth individuals.

His approach is rooted in a deep understanding of the busy lives his clients lead. Daniel emphasises the importance of ongoing client education and values the long-term relationships he builds, providing guidance through both prosperous times and challenges. Clients appreciate his ease of communication, extensive knowledge, and the strong business acumen he brings to every advisory relationship.

Daniel’s background includes time spent living and working abroad in the UK, but his roots are firmly planted in Wembley, where he grew up. He now resides in the Western Suburbs with his wife and two daughters. Outside of his professional life, Daniel enjoys staying active. He still plays basketball and finds time for golf and surfing whenever possible.

Tracey Corbett

MFinPlan, GradDipFinPlan, GradCertFinPlan

With over 20 years of experience in the Banking and Finance industry, Tracey has been a specialist in Financial Planning since 2004. Her extensive background, combined with a Master’s degree in Financial Planning, allows her to provide clients with expert advice and tailored strategies that align with their unique financial goals. Tracey has a particular focus on assisting clients in the pre-retiree and retirement sectors, guiding them through critical financial decisions with confidence and care.

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Tracey’s approach to financial planning is deeply client-focused. She believes in the power of education and is committed to helping her clients fully understand their financial options, ensuring they are well-equipped to make informed choices. Her ability to simplify complex financial concepts and create customised solutions has made her a trusted advisor to many.

Beyond her professional life, Tracey enjoys spending quality time with family and friends. She is passionate about literature and often attends author events to deepen her appreciation for the written word. For Tracey, balancing her career with personal interests is essential. She believes that true fulfillment comes from not only achieving professional success but also cherishing the special moments shared with loved ones.

Book Your Free 15 Minute Phone Consultation

CLICK To Call Us Now on 08 6462 0888
or Complete The Enquiry Form Above and we'll be in touch.

 

 

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