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 individuals.
His approach is rooted in a deep understanding of the busy lives his clients lead. Daniel emphasises the importance of ongoing client education and values the long-term relationships he builds, providing guidance through both prosperous times and challenges. Clients appreciate his ease of communication, extensive knowledge, and the strong business acumen he brings to every advisory relationship.
Daniel’s background includes time spent living and working abroad in the UK, but his roots are firmly planted in Wembley, where he grew up. He now resides in the Western Suburbs with his wife and two daughters. Outside of his professional life, Daniel enjoys staying active. He still plays basketball and finds time for golf and surfing whenever possible.
