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.

 


 

The Staff – Case Managers

  • Sandy Smith

  • Gam Suteerawanit

  • Lois Ryan