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.

At Approved Financial Planners we help our clients to take control, make the right choices and Find Their Financial Freedom.

Everything we do at Approved is designed to challenge the traditional. With an efficient, professional and most of all simple approach to financial planning, we provide a better financial planning solution.

Our advisers are qualified to give Retirement Strategy, Superannuation, Investment and Insurance advice with a focus on Pre-Retirement and Retirement Planning.

To schedule a FREE 15-minute call 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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Daniel specialises in helping Executives, Professionals and Business owners manage their wealth and make smart financial choices. He assists many eminent Western Australian families and high net worth individuals.

With a strong focus on ongoing client education, Daniel understands his clients lead busy lives, value a trusted ongoing relationship through good times and bad which he loves to deliver.

Daniel’s clients say that he is easy to deal with, knowledgeable and brings strong business acumen to his advice relationships.

Other than time living and working abroad in the UK, Daniel grew up in Wembley and lives in the Western Suburbs with his wife and 2 daughters.

Daniel enjoys staying active and still plays basketball, as well as golf and surfing when time allows.

Ronny Lucia Salomon

CFP®|SSA™, M .Business Law, B .Economics, Adv. Dip FP

Ronny Salomon’s career began in Israel in 2000 as a mortgage consultant, moving on to be an economist and then Financial Adviser. Ronny has been a financial adviser in Australia since 2008, working for both boutique and corporate advice businesses. Ronny has considerable experience in all facets of strategic financial planning, investment markets, superannuation and financial management.

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Her 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.

Helping clients achieve their lifestyle and financial goals through effective strategies is her passion. She provides holistic financial advice tailored for individuals and families.

Her clients ranges from those who are at the early stages with strong cash flow looking to establish themselves and ensuring they have the building blocks in place, to those with long established wealth with more focus on risk management, estate planning and wealth transfer to the next generation, she prides herself in developing a deep, long-term relationships with clients and gets great satisfaction in seeing them achieve their goals.

Specific-specialist areas she advice on are: superannuation and Retirement Planning, self-managed superannuation strategies, Plus a wide range of other tailored, financial solutions.

Ronny has a young family that keeps her busy outside of the office, she enjoys cooking, travelling and the outdoors, especially spending time with her growing family.

Qualifications
  • Master of Business Law
  • Bachelor of Art in Economics and Management.
  • Certified Financial planning - CFP®
  • Advanced Diploma of Financing Planning.
  • Self-Managed Super fund association specialist- SSA™
Memberships and Associations

Financial Planning Association – CFP®
Self-Managed Super fund association specialist- SSA™

Authorised Representative

Ronny Salomon is an Authorised Representative of AMP Financial Planning Pty Ltd

Raf Meyer

GradCertBus – Dip FS (FP) – Adv Dip FP – SMSF

Raf joined us in 2022 as a qualified Financial Planner with more than 15 years’ experience in the financial services industry. Over his career, which includes roles with various banks, boutique advisory firms and owning his own financial planning practice, he has provided advice to a wide range of clients including high net worth families, wealth accumulators and retirees.

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Attracted to our collaborative and client-oriented culture, Raf saw the opportunity to hone his skills with an independent, client focussed advice practice. At Approved, Raf can focus on providing a truly objective, personalised service and draw on his expertise in investment structures and estate, retirement, superannuation and succession planning to develop strategies based on each client’s life choices and investment goals.

Backed by our in-house and well-resourced research team, he can construct portfolios with confidence that he is utilising best-of-breed managers across all asset classes, including fixed interest securities, Australian and international equities, and alternatives.

Raf holds an Advanced Diploma in Financial Planning, and has also completed specialised course in Portfolio Management, Self Managed Super Funds, Cert IV in Finance and Mortgage Broking and Margin Lending.

Raf loves to keep fit and healthy, being outdoors and most of all he loves hanging out with his family.

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

M.K.

I enlisted the help of Approved Financial Planners when I found myself in a tricky situation. From the very first phone call I felt understood and supported. My Approved adviser has guided me gently through a complicated process, always with clear explanations and a readiness to lighten my load. I remember the feeling of relief…

Harley Barron - Perth WA

Have been a client of Approved Financial Planners for 12 months and have been happy with the service provided. Items I wanted addressed were identifed, dealt with and communicated effectively.

Casey Wroth - Perth WA

Dan and the team at Approved have looking after my Super and Insurances for a number of years. Dan has been very helpful explaining what I need going forward and helping me get there. Recommend Approved Financial Planners.

Tracey McBain - Perth WA

Professional, friendly and knowledgeable service, Dan worked with us to find an outcome that worked well for what we wanted to achieve - highly recommend.

Mick & Sam Wilson - Perth WA

Very professional team of people that organised all our insurances, loans and superannuation.

Steve Bolger - Perth WA

Daniel and his team have been of great assistance in managing my investments. They demonstrate great up to date research and are quick to advise and promote change to suit my circumstances. They are readily contactable and no request seems too difficult. Highly recommend their services and I rest easy comfortable with their efforts

Free 15 Minute Phone Consultation

CLICK To Call Us Today on 08 6462 0888
or Fill Out The Enquiry Form

Our Process

Seven Step Advice Process

Free 15 Minute Phone Consultation

Call Us Today on 08 6462 0888
or Fill Out The Enquiry Form

Our Services

Approved Financial Planners provides you with expert financial advice that helps you to achieve your financial goals. With over 40 years’ combined experience in Perth, Approved provides you with the knowledge and strategies to build and protect your wealth. We work with you throughout each critical stage to proactively realign your goals and monitor your progress towards reaching your objectives.

Our suite of Financial Advice and Financial Planning Services include Retirement Planning Superannuation, Self Managed Superannuation, Wealth Protection, Mortgage Broking, Investment Planning, Estate Planning and Business Solutions.

Retirement Planning

Retirement means different things to different people.

At Approved we understand that we need to tailor an individual retirement plan to meet your specific goals and aspirations.

Superannuation

Superannuation is a highly tax effective vehicle to invest long term and save for retirement. It can also be a source to pay for your life insurances if your cash flow is limited.

SMSF Setup Perth | Self Managed Superannuation

Self Managed Superannuation

Self-Managed Super Funds, or SMSF, are ideal for clients who wish to take more control over their retirement funds and how it’s invested. But it is highly regulated and can be confusing to set up.

Investment Planning

There are a variety of investment avenues available, but which one will suit you? It may be property, managed funds, shares etc.

We know you may not have the time, knowledge or patience to research and determine the best way forward. That’s where we come in.

Wealth Protection

At Approved Financial Planners we take a holistic approach to your financial wellbeing and believe in protecting what you have before moving forward to assist you build your retirement savings.

Cash Management and Debt Advice

At Approved Financial Planners, we believe in taking charge of your spending and debt obligations as it is a critical step towards your financial freedom.

Our experience has shown that many families should be able to save considerably more than what they actually do.

financial advisor for estate planning in perth

Estate Planning

Estate Planning is not just about making a Will.

Estate Planning facilitates getting the right assets, into the right hands, at the right time. Ensuring a valued lasting legacy for your family is an emotional and complex task.

Business Solutions

Approved can assist you and your business in the following key areas including;

Buy / sell insurance, Key person insurance, Business succession planning, Business valuations, Guarantor protection, Business expenses insurance.

Home Loans

Approved Financial Planners arrange finance for our clients for a wide variety of requirements including;

Residential and Investment loans, Debt Consolidation, Construction Loans, SMSF Loans, Car loans, leases and personal loans, Equipment finance and Commercial Loans, Business finance including inventory finance, overdrafts and factoring.

Free 15 Minute Phone Consultation

Call Us Today on 08 6462 0888
or Fill Out The Enquiry Form

WHAT OUR CLIENTS ARE SAYING

M.K.

I enlisted the help of Approved Financial Planners when I found myself in a tricky situation. From the very first phone call I felt understood and supported.

My Approved adviser has guided me gently through a complicated process, always with clear explanations and a readiness to lighten my load.

I remember the feeling of relief when I knew that my Adviser had my best interests at heart and addressed my situation perfectly.

I’m also very grateful for the friendly and helpful team at Approved. Always encouraged and welcomed my questions and patiently assisted me when required. I appreciate their kindness.

I feel very happy, and safe in the knowledge that my future is in good hands. I couldn’t recommend them more highly.

Harley Barron - Perth WA

Have been a client of Approved Financial Planners for 12 months and have been happy with the service provided. Items I wanted addressed were identifed, dealt with and communicated effectively.

Casey Wroth - Perth WA

Dan and the team at Approved have looking after my Super and Insurances for a number of years. Dan has been very helpful explaining what I need going forward and helping me get there. Recommend Approved Financial Planners.

Tracey McBain - Perth WA

Professional, friendly and knowledgeable service, Dan worked with us to find an outcome that worked well for what we wanted to achieve - highly recommend.

Mick & Sam Wilson - Perth WA

Very professional team of people that organised all our insurances, loans and superannuation.

Steve Bolger - Perth WA

Daniel and his team have been of great assistance in managing my investments.

They demonstrate great up to date research and are quick to advise and promote change to suit my circumstances. They are readily contactable and no request seems too difficult.

Highly recommend their services and I rest easy comfortable with their efforts

Ed Still - Perth WA

Excellent service. They handle the income stream updates directly with Centrelink and if I have a query they respond quite quickly.

Free 15 Minute Phone Consultation

Call Us Today on 08 6462 0888
or Fill Out The Enquiry Form

Free 15 Minute Phone Consultation

Call Us Today on 08 6462 0888
or Fill Out The Enquiry Form

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Or call us now on: 08 6462 0888