Managing Director and Senior Financial Adviser

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. Daniel specialises in helping Executives, Professionals and Business owners manage their wealth and make smart financial choices. He assists many…

Senior Financial Adviser

Ronny Lucia Salomon 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…

Senior Financial Adviser

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…

Practice Manager

Jamie served with the British Army before embarking on his Financial Services career in 2003. Based in London, he worked at a FTSE 100 Financial Administration company, a UK Fund Manager and then spent over 8 years with a global Hedge Fund.  Since moving to Perth in 2016, Jamie has established himself in the Financial…

Paraplanner/Associate Adviser

Jackie Morunga Jackie has worked in the financial planning industry since 2013, starting as a Client Service Officer through to an Associate Adviser/Paraplanner. This experience combined with a Diploma and an Advanced Diploma in Financial Planning assists Jackie to work closely with our financial advisers, helping to provide technical and strategic insights in developing recommendations…

Client Services Manager

Jen Jarvis Jen has over 25 years’ experience working in Client Services, Administration and Executive Assistance, specialising in the Financial Services industry. Jen enjoys supporting clients and responding to their queries and to help them to get the most from their relationship with their financial adviser and reach their financial goals. Outside of work Jen…

Client Services Officer

Madeleine Woodcock Madeleine is a Client Service Officer who started at Approved Financial Planners in January 2021. Madeleine’s primary responsibility is providing high quality assistance to clients’ and ensuring the thorough implementation of strategy. Madeleine has been working within the Financial Services Industry for three years whilst completing her university studies. Madeleine has a Bachelor…

Clients Services Officer

Michael David Michael started his financial services career with Approved Financial Planners in May 2021. Michael is the first person who will greet you with a smile and enthusiasm when you enter the office or call. His duties revolve around client management and quality service which includes building and maintaining positive relationships. Michael is currently…

Finance Broker

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,…