Book Meeting

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 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.