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


Andy van Geyzel

Andy has been a financial adviser since 2011 working for both boutique and corporate advice businesses. Andy has considerable experience in all facets of strategic financial planning, investment markets, superannuation and financial management. His broad experience offers a holistic financial planning perspective and has a passion for helping clients achieve their financial goals by educating, empowering and advising them on the best approach to do this.

His long term goal is to be debt free with the financial freedom to work for reasons other than money. He would also like the flexibility to travel extensively with his family on an annual basis.

Qualifications

  • Bachelor of Business
  • Advanced Diploma of Financing Planning
  • Certificate IV in Finance and Mortgage Broking

Memberships and Associations

Financial Planning Association – AFP
Tax Practitioners Board – Tax (financial) adviser

Authorised Representative

Andy van Geyzel is an Authorised Representative of AMP Financial Planning Pty Ltd


Ronny Salomon

Ronny has a passion for helping her clients enjoy their best retirement possible by personalising strategies and aligning their plans to meet their needs.

She is also very conscious of balancing cash flow, investment market movements and overlaying complex government legislation and rules. Ronny understands that today’s lifestyle needs to be balanced against tomorrow’s retirement outcome.

With a strong focus on ongoing client education, Ronny acknowledges that her clients lead busy lives and value a trusted ongoing relationship through good times and bad – which she loves to deliver

Qualifications

  • Certified Financial Planner (CFP)
  • Master’s Degree in Business Law
  • Bachelor’s Degree in Economics and Management
  • Advanced Diploma in Financial Planning including SMSF accreditation and is FASEA compliant.

Memberships and Associations
Ronny is a current member of FPA since 2008 and a member of SPAA Since 2014.