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

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)

View Customer Survey for Andrew Maurer


Jeffrey Hilton

Home Loan Finance Specialist | helping people achieve their dreams of home ownership … sooner!

I’m passionate about helping customers to achieve lasting security through home ownership, by providing unrivalled service in every aspect of home-related-finance, and offering tailored solutions to suit customers’ individual needs.

Since 2003, my teams and I have helped literally thousands of customers …

  • achieve their dream of purchasing their first home, a new home or investment property
  • better manage their loans by implementing the right loan structure for their needs
  • save thousands of $$$ in interest repayments by refinancing to a better home loan
  • consolidate their home loan & other debts to free up cash flow, better manage their finances, save interest and improve lifestyle.

My goal is to help make a real difference in the financial health of all customers.

Working with Approved Financial Planners, we aim to transform the complex world of financial management into simple plain English solutions … to help you protect and get more out of the money you have, so you can ‘own your tomorrow’ today.

  • Expert guidance on mortgage products
  • Solutions for first home buyers including helping you access grants
  • Knowledge on how to properly structure cash flow for property investors
  • Cash Management & Strategic Debt advice
  • Access to Financial Planning specialists

Qualifications

Diploma of Financial Services (Finance & Mortgage Broking Management)

Memberships and Associations

Member of FBAA
Member of AFCA

Authorised Representative

Authorised Credit Representative #516334