Managing Director and Senior Financial Adviser

Daniel Stevens Daniel took over the well-established Approved business as Managing Director in 2017. 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…

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 Key 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…

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 Manager

Kimberley Menon-Hall Kim began working in the financial planning industry in 2014, starting as a Client Services Officer. Kim became a Client Adviser in 2018 specialising in Corporate Superannuation, before joining Approved Financial Planners in January 2022 to discover and explore new and different areas of financial services. Kim’s previous experience working as an Adviser,…

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,…