Daniel Stevens BBus, Dip FS (FP), Ad Dip FP Daniel became the Managing Director of Approved Financial Planners in 2017, bringing fresh leadership to an already well-established business. With a specialisation in wealth management for Executives, Professionals, and Business Owners, Daniel has earned the trust of many prominent Western Australian families and high net worth…
Tracey Corbett MFinPlan, GradDipFinPlan, GradCertFinPlan With over 20 years of experience in the Banking and Finance industry, Tracey has been a specialist in Financial Planning since 2004. Her extensive background, combined with a Master’s degree in Financial Planning, allows her to provide clients with expert advice and tailored strategies that align with their unique financial…
Christa Kennerley Office Manager Christa embarked on her professional journey in Australia after emigrating from the UK in 2015. With a strong foundation in organisational management and a passion for financial planning, she quickly established herself in the industry. Beginning her career as a Personal Assistant, Christa’s dedication and keen eye for detail soon saw…
Prateeksha Harne Prateeksha has been an integral part of the financial planning industry since 2017, bringing a wealth of knowledge and a deep commitment to client care. She began her career as a Customer Service Officer, where she developed a strong foundation in client relations, understanding the importance of delivering exceptional service, and building long-lasting…