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.

Andrew Maurer

Andrew has been a Finance & Mortgage Broker for 5 years and before that spent 8 years at the ANZ Bank & 15 years at the Commonwealth Bank.

Andrew specialises in all aspects of Residential Lending with extensive experience in the owner occupied & Investment property markets.

Whether its for your first home, refinancing, debt consolidation or an investment property Andrew’s positive attitude, expertise & after care service will help provide a financial solution to your needs now and into the future.

Qualifications

  • Diploma of Financial Services Management (FNS 50311)
  • MFAA Approved Broker
  • Member of Australian Financial Complaints Authority (AFCA)
  • AFG Member (Australian Finance Group)

Jessica Wild

Jessica has worked in the financial services industry for the past 5 years. She enjoys assisting clients achieve their idea of financial freedom and takes a personal interest in ensuring professional, quality advice is provided.

Qualifications

  • Diploma of Financial Planning – FS (FP)
  • Bachelor of Commerce

Authorised Representative

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

Ainslie Ogden

Ainslie has worked in the Financial Services industry for over 10 years, across many capacities. These include roles in:

  • Banking
  • Client Services
  • Funds Administration
  •  Superannuation & Insurance
  •  Underwriting

Ainslie has a Diploma and Certificate III in Financial Services, as well as other industry-related qualifications.


The Staff – Case Managers

  • Sandy Smith

  • Gam Suteerawanit

  • Lois Ryan