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Approved Financial Planners, Perth WA
Approved Financial Planners, Perth WAApproved Financial Planners, Perth WA
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    • Contact Us
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  • Home
  • About
    • About us
    • The Value of Advice
    • Philosophy
    • The Team
    • Our Clients
    • Testimonials
    • News
  • Services
    • Overview
    • Retirement Planning
    • Superannuation
    • Self Managed Superannuation
    • Investment Planning
    • Wealth Protection
    • Estate Planning
    • Business Solutions
  • Process
  • How can we help
    • Life Stages
    • Retirees
    • Young Families
    • Mature Families
    • Empty Nesters
    • Young Adults
    • Ongoing Service
  • Contacts
    • Contact Us
    • What to bring to the meeting
    • Careers
  • Client Portal

Testimonials

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  2. Testimonials
Reviews
5 Over 74 Reviews
google
Richard Gordon 3 weeks ago
The team at Approved Financial Planners has been amazing in supporting and guiding us through the development of a financial plan for our future. From the beginning, they took the time to truly understand our goals and objectives, making us feel heard and valued.

What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.

We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.
...
google
Steve Giaquinto 1 month ago
I have been with Approved Financial Planners for a long time now. Great Advice and service. Tracey has a wealth of knowledge and has helped me achieve my financial goals with ease.
...
google
David Russell 1 month ago
On March 6 both Cindy and I had our annual financial review with Approved Financial Planners in Floreat WA. Our financial planner is Tracey Corbett and this is our second year where Tracey has been our planner and her advice has been very informative and is explained in such a way that both Cindy and I can understand. All sections of both our financial plans were presented and explained in lay-man terms.

We are both looking forward to seeing Tracey next year for our next review.
...
google
Robert Dale 2 months ago
Tracey has been a honest and helpful advisor who has her clients interest at heart.
...
google
Karlee Palmer 3 months ago
Tracey and the team at Approved have been a great help.. very helpful and supportive
...
google
Anne-Audrey LATSCHA 3 months ago
I am extremely satisfied with the services provided by Tracey at Approved Financial Planners. I appreciate the attention to details, the follow up, the prompt responses, the patience in assessing and explaining options. I also appreciate the attention to customer also provided by the rest of the team. Highly recommended !
...
google
Ken Miller 3 months ago
Just completed another annual review with Dan at Approved Financial Planners. It is so nice to see such positive and pleasing results as presented by Dan and to know our financial planning is in good hands. Ongoing planning and advice from Dan is always welcoming and if Dan is not available, we have found Christa the office manager always willing and able to assist and deal with any queries we may have. So, needing a financial adviser then contact Dan and his team at Approved Financial Planners

Ken and Anne Miller
...
google
tim palmer 4 months ago
Thanks Dan and Staff for the annual review. The forecasting for retirement and the software used was very illustrative and useful to understand. Growth in funds and super has been robust in the last 12 months and advice for the next 12 months taken on board. Look fwd to making a few tweaks to the portfolio once the report is completed.
...
google
Maureen Campbell 4 months ago
I've been working with Dan for over 10 years & I have been consistently impressed with his level of professionalism and expertise.
He offers a comprehensive yearly review of my investment portfolio, pension balance, cash flow & estate planning. Dan stays up to date with current trends in finance which gives me confidence that my financial plan is aligned with current best practices.
I appreciate his strategies to maximise my superannuation, ensuring I'm on track for the future.
I also want to mention the support from his team, they are friendly & professional.
I highly recommend Dan.
...
google
John Twigg 4 months ago
Hi People - just a quick note letting everyone know that AFP have been nothing but totally professional with my business over the past few years. Tracey has been my latest advisor and I have nothing but praise for her friendliness, approachability and advice covering everything from the value of second-hand cars to having my will updated.
...
google
Bev Philpott 4 months ago
Tracey is our new planner. We find her to be friendly and very down to earth. We appreciate having things explained in terms we understand. We hope to have a long relationship with her in her role as our financial planner.
...
google
Cheryl Pooley 5 months ago
Attended a meeting with Tracey Corbett to review financial situation. Meeting went well, Tracey is always very helpful and would recommend Approved Financial Planners to anyone seeking financial advice.
...
google
Juan Ceballos 5 months ago
We are happy with their service and their advice. We followed their recommendations and we now have achieved our goals in the short term. We recommend them.
...
google
Shannon Bedford 5 months ago
Daniel has been providing me with Financial Planning for several years now. My financial literacy is pretty poor so it's great to work with someone who explains things in a manner that is easy to understand. I'm a visual person, so I like that he is able to plug figures into charts and quickly show me the outcomes of various scenarios. Daniel is gives great advice, is realistic about my goals and is also an easy person to talk to.
...
google
Erwin Norbert Babooram 5 months ago
We have been clients of Approved Financial Planners since 2018, and we couldn’t be happier with the service they’ve provided over the years. Daniel Stevens has been an exceptional adviser, making us feel like so much more than just clients. His advice has been instrumental in our financial growth, helping us stay focused on achievable goals while always keeping our best interests at heart.

One of the highlights of working with Daniel is the annual catch-up—he takes the time to truly understand where we are in our financial journey and provides tailored advice to keep us on track. It’s clear how much he genuinely cares about helping us reach our goals.

Having worked with Approved Financial Planners for years, we can confidently say their expertise and dedication have made a significant difference in our lives. We highly recommend them to anyone looking for professional, personalised financial advice.
...
google
Rheon Plug 6 months ago
I have recently had my Annual Review with Tracey.
Tracey has been very helpful and supportive with my long and short term financial goals.
She is very professional and friendly and comes with a lot of super helpful knowledge and information.
I'm very excited to see what can be achieved long term with Tracey and team!

Thanks again to the team at Approved Financial Planners.
...
google
Beverly Blight 6 months ago
A relaxing experience for such a burdening issue. Tracey and her team have welcomed us to her flock with an attitude rarely seen these days, 'anything is possible'. Thankyou for making our finances seem 'too easy'. We will recommend this Company to all that need financial help.
...
google
Raylene Watson 7 months ago
We have been with Approved Financial Planners for a few years now, after being referred by a family member.
We have found the staff to be attentive, knowledgeable and approachable at all times.
...
google
Jennifer Mohr 7 months ago
We have been consulting with Dan and the team at Approved for several years now and have been very pleased with the level of service. They have gone above and beyond to make sure we receive up to date advice and plan financially what is best for our current situation. The team's industry knowledge and attention to detail allows for strong communication and trust in the process. Approved's online portal also provides an easy to use platform for predictions, goals and portfolio snapshots. Highly recommend Approved Financial Planners for all your financial planning needs.
...
google
veronica feleppa 7 months ago
Daniel has assisted us in our financial strategies for over a decade. We are business owners and our circumstances have changed often over the years. With Dan's deep knowledge, professionalism and genuine care of our well-being, his advice has been invaluable. Our annual reviews have become more like catching up with a genuine trusted friend.
...
google
Atish Shah 7 months ago
Dan and the team at Approved FP have looked after me really well for the past several years and I highly recommend them. They provide sound financial advice and are well organised with all the documents which gives me great comfort knowing that my future is in good hands!
...
google
Lewis J. Cox 8 months ago
I have know Andy Van Geyzel since June 2013, and in that time I have come to trust him and his financial advice. I find in any relationship personal as well as professional respect and trust is important. Andy is kind respectful, really cares about his clients, and it shows. This is an expanded review. My adviser is now a delightful person a living legend 🙂 Tracey Corbett, previous Agents Andy and Raf and now Tracey instill trust in people who are their clients, that is a rare quality gift. Support staff, they know who they are a treasure are brilliant at their jobs. Until proven otherwise, everyone at Approved Financial Planner really care about people, and it shows.
...
google
brigit roberts 8 months ago
We met with Tracey Corbett on Monday night the 9th September. Tracey has a perfect balance of being friendly and remaining professional. This is so important in this digital age where we don't all "subscribe" to the virtual meeting, but require the face to face time, so any questions or issues can be discussed, clarified and corrected.
Despite meeting in the late afternoon Tracy had all the time in the world, and at no point did we feel "rushed"
We can highly recommend Tracy as your advisor!!!
...
google
Stephen Rowins 8 months ago
Our experience with Daniel was excellent. He is very knowlegeable and clearly explained the investement options available to us including both the short and long term implications of asset growth. There is significant uncertainty in the economy and Daniel devised an investment plan that suited to our particular needs as we approach retirement.
...
google
Julie Jackson 9 months ago
Thanks Tracey for your knowledgable advice and keeping us on the right track through our retirement. You answered our questions beautifully and put us at ease. We can confidently recommend Approved Financial Planners to our friends in the knowledge they will give honest and professional advice.
...
google
Judith Hill 9 months ago
I write this review, with my heartfelt thanks for the professional, caring assistance given to me by Approved Financial Planners, following the death of my husband in January this year.
Our financial planner, Tracey Corbett, provided invaluable assistance steering my family through the paperwork required to settle my late husband's estate. Her caring, professional approach helped me negotiate the more difficult financial aspects of this task by offering time and support that was most appreciated.
My husband's passing has dramatically changed our circumstances and at this time of review, Tracey's planning skills are clearly evident as we chart my way forward. In the the following months I will be confident to proceed, knowing that the support of Approved Financial Planners staff, especially that of Tracey, will enable me to achieve a sound financial future.
Judith Hill
...
google
Graeme Caplan 9 months ago
Dan Stevens has been our financial planner for over 10 years, I made contact with Dan after many years of dissatisfaction and poor performances from our previous financial planner.
Dan has been absolutely fantastic in every aspect of financial planning for myself and my wife Kerry, we are confident that our retirement future is assured with Dan’s planning and backing.
Dan’s diligence, experience and thorough process has led to a complete turnaround in our financial future when compared to that of our previous financial planner.
When dealing with a financial planner the key ingredient for us is absolute trust, in this regard i have complete and utter faith in Dan and his very professional team !!
We not only consider Dan to be our financial planner but also a friend, we look forward to our annual meetings with Dan where he is always welcoming and always extremely well prepared.
I cannot recommend Dan & The Approved Financial team highly enough, we are so grateful that we have Dan and his team looking after us !!
Graeme & Kerry Caplan
...
google
Craig Wheatley 10 months ago
Friendly and professional service.
...
google
Linda Bolger 10 months ago
Steve and I have been with Dan since he began with Approved Financial. His knowledge of the industry and his ability to explained clearly the paths we have been taking have been very much appreciated. I have no hesitation in recommending his company
...
google
Brian Harvey 10 months ago
We have been seeing dan for about 10yrs now, we took our time in finding the right advisor to help plan for retirement. Dan is very patience and kind with us , always goes above and beyond in guiding us in the right direction. if we have a query Dan solves it, if we have a problem Dan fixes it , we are very confident with Dan's advice we will achieve our retirement goals. We walked into his office all them years ago and found a very professional advisor who we can place our trust in. Most importantly we continue to be Dan's client because of his love and dedication to his Family and thats means the world to us. We know Dan will show that same drive and dedication in our retirement journey.
Thanks Dan...
...
google
Bruce Blee 10 months ago
Thank you Tracy for the hard work and research you put into my finance portfolio
...
google
Stephen Brown 10 months ago
I am very happy with Daniel he has advised and helped with financial affairs and my retirement fund. He is easy to talk to and he explains things that I understand. Would highly recommend this company.
...
google
Veronica Brown 10 months ago
Daniel Stevens and his team are very professional and very easy to talk to and all matters are explained that even I can understand. Have been with AFP a long time.
...
google
Bruce Blee 10 months ago
Thank you Tracy for the hard work and research you put into my finance portfolio
...
google
Travis Bienkowski 10 months ago
Dan has been looking after me for many years and always takes the time to provide thorough financial advice. Thanks Dan! I would highly recommend Approved Financial Planners for anyone wanting a professional service.
...
google
Amy DellaMaddalena 11 months ago
We had our annual review today with Tracey. She is professional friendly and given us easy to understand advice. Very happy with her service.
...
google
Paul Wedd 11 months ago
I had my financial position and health annual review with Dan Stephens on Tuesday, last. Dan has a wonderful professional style and is able to make a client feel comfortable. Dan provides a number of financial scenarios in relation to the client's assets for the current period and into the future. There is a saying that "a picture paints a thousand words" and the financial modelling software at his disposal enables complex financial outcomes to be visualised and easily understood.
...
google
Nigel Clarke 1 year ago
Highly recommend the services provided, dedicated team helping to steer you towards your financial goals, very friendly & professional service.
...
google
Wendy S 1 year ago
Highly recommend Daniel, he is very knowledgeable and pleasant to deal with.
...
google
Ann Taylor 1 year ago
It’s nice to have a place to come to, that isn't too large or institutional. It felt like you knew the whole picture and presented this so clearly for us, thank you so much Daniel for being an incredible advisor and listener and working with us to better understand our needs and work towards them. You have helped us to put our future plans into perspective and prepared us for the many good things we can now look forward to . Ann and Bernie Taylor
...

WHAT OUR CLIENTS ARE SAYING

google
Richard Gordon 3 weeks ago
The team at Approved Financial Planners has been amazing in supporting and guiding us through the development of a financial plan for our future. From the beginning, they took the time to truly understand our goals and objectives, making us feel heard and valued.

What stood out was their ability to present tailored scenarios with adjustable factors, helping us make informed decisions with confidence. They also went above and beyond by assisting with the implementation of important elements such as insurance and wills, giving us peace of mind that our family's assets are protected in case of the unexpected.

We’re incredibly grateful for their professionalism, care, and expertise. Highly recommend their services to anyone looking for reliable and thoughtful financial planning.
...
google
Steve Giaquinto 1 month ago
I have been with Approved Financial Planners for a long time now. Great Advice and service. Tracey has a wealth of knowledge and has helped me achieve my financial goals with ease.
...
google
David Russell 1 month ago
On March 6 both Cindy and I had our annual financial review with Approved Financial Planners in Floreat WA. Our financial planner is Tracey Corbett and this is our second year where Tracey has been our planner and her advice has been very informative and is explained in such a way that both Cindy and I can understand. All sections of both our financial plans were presented and explained in lay-man terms.

We are both looking forward to seeing Tracey next year for our next review.
...
google
Robert Dale 2 months ago
Tracey has been a honest and helpful advisor who has her clients interest at heart.
...
google
Karlee Palmer 3 months ago
Tracey and the team at Approved have been a great help.. very helpful and supportive
...
google
Anne-Audrey LATSCHA 3 months ago
I am extremely satisfied with the services provided by Tracey at Approved Financial Planners. I appreciate the attention to details, the follow up, the prompt responses, the patience in assessing and explaining options. I also appreciate the attention to customer also provided by the rest of the team. Highly recommended !
...
google
Ken Miller 3 months ago
Just completed another annual review with Dan at Approved Financial Planners. It is so nice to see such positive and pleasing results as presented by Dan and to know our financial planning is in good hands. Ongoing planning and advice from Dan is always welcoming and if Dan is not available, we have found Christa the office manager always willing and able to assist and deal with any queries we may have. So, needing a financial adviser then contact Dan and his team at Approved Financial Planners

Ken and Anne Miller
...
google
tim palmer 4 months ago
Thanks Dan and Staff for the annual review. The forecasting for retirement and the software used was very illustrative and useful to understand. Growth in funds and super has been robust in the last 12 months and advice for the next 12 months taken on board. Look fwd to making a few tweaks to the portfolio once the report is completed.
...
google
Maureen Campbell 4 months ago
I've been working with Dan for over 10 years & I have been consistently impressed with his level of professionalism and expertise.
He offers a comprehensive yearly review of my investment portfolio, pension balance, cash flow & estate planning. Dan stays up to date with current trends in finance which gives me confidence that my financial plan is aligned with current best practices.
I appreciate his strategies to maximise my superannuation, ensuring I'm on track for the future.
I also want to mention the support from his team, they are friendly & professional.
I highly recommend Dan.
...
google
John Twigg 4 months ago
Hi People - just a quick note letting everyone know that AFP have been nothing but totally professional with my business over the past few years. Tracey has been my latest advisor and I have nothing but praise for her friendliness, approachability and advice covering everything from the value of second-hand cars to having my will updated.
...
google
Bev Philpott 4 months ago
Tracey is our new planner. We find her to be friendly and very down to earth. We appreciate having things explained in terms we understand. We hope to have a long relationship with her in her role as our financial planner.
...
google
Cheryl Pooley 5 months ago
Attended a meeting with Tracey Corbett to review financial situation. Meeting went well, Tracey is always very helpful and would recommend Approved Financial Planners to anyone seeking financial advice.
...
google
Juan Ceballos 5 months ago
We are happy with their service and their advice. We followed their recommendations and we now have achieved our goals in the short term. We recommend them.
...
google
Shannon Bedford 5 months ago
Daniel has been providing me with Financial Planning for several years now. My financial literacy is pretty poor so it's great to work with someone who explains things in a manner that is easy to understand. I'm a visual person, so I like that he is able to plug figures into charts and quickly show me the outcomes of various scenarios. Daniel is gives great advice, is realistic about my goals and is also an easy person to talk to.
...
google
Erwin Norbert Babooram 5 months ago
We have been clients of Approved Financial Planners since 2018, and we couldn’t be happier with the service they’ve provided over the years. Daniel Stevens has been an exceptional adviser, making us feel like so much more than just clients. His advice has been instrumental in our financial growth, helping us stay focused on achievable goals while always keeping our best interests at heart.

One of the highlights of working with Daniel is the annual catch-up—he takes the time to truly understand where we are in our financial journey and provides tailored advice to keep us on track. It’s clear how much he genuinely cares about helping us reach our goals.

Having worked with Approved Financial Planners for years, we can confidently say their expertise and dedication have made a significant difference in our lives. We highly recommend them to anyone looking for professional, personalised financial advice.
...
google
Rheon Plug 6 months ago
I have recently had my Annual Review with Tracey.
Tracey has been very helpful and supportive with my long and short term financial goals.
She is very professional and friendly and comes with a lot of super helpful knowledge and information.
I'm very excited to see what can be achieved long term with Tracey and team!

Thanks again to the team at Approved Financial Planners.
...
google
Beverly Blight 6 months ago
A relaxing experience for such a burdening issue. Tracey and her team have welcomed us to her flock with an attitude rarely seen these days, 'anything is possible'. Thankyou for making our finances seem 'too easy'. We will recommend this Company to all that need financial help.
...
google
Raylene Watson 7 months ago
We have been with Approved Financial Planners for a few years now, after being referred by a family member.
We have found the staff to be attentive, knowledgeable and approachable at all times.
...
google
Jennifer Mohr 7 months ago
We have been consulting with Dan and the team at Approved for several years now and have been very pleased with the level of service. They have gone above and beyond to make sure we receive up to date advice and plan financially what is best for our current situation. The team's industry knowledge and attention to detail allows for strong communication and trust in the process. Approved's online portal also provides an easy to use platform for predictions, goals and portfolio snapshots. Highly recommend Approved Financial Planners for all your financial planning needs.
...
google
veronica feleppa 7 months ago
Daniel has assisted us in our financial strategies for over a decade. We are business owners and our circumstances have changed often over the years. With Dan's deep knowledge, professionalism and genuine care of our well-being, his advice has been invaluable. Our annual reviews have become more like catching up with a genuine trusted friend.
...

Financial Planning & Advice Perth

Our Financial Advisers have over 40 years of combined experience
making us one of the most experienced teams in Perth.

Call Us Today (08) 6462 0888

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Approved Financial Planners
7/437 Cambridge St,
Floreat, WA, 6014

PO Box 222, WEMBLEY,
WA, 6913

Phone: 08 6462 0888

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Approved Financial Planners Pty Ltd (ABN 52 116 910 528), holds an Australian Financial Services Licence (AFSL 536864).

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