Daniel Stevens
Managing Director at Approved Financial Planners- Claim this Profile
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Bio
Experience
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Approved Financial Planners
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Australia
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Financial Services
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1 - 100 Employee
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Managing Director
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Jul 2017 - Present
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Financial Planner
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Jun 2013 - Present
Joined Approved Financial Planners focusing on assisting clients with superannuation, personal insurance, retirement planning and general financial planning advice.Awarded AMP's New Adviser or the Year WA in 2016.
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Carbon Conscious
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United Kingdom
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Environmental Services
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1 - 100 Employee
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Co Founder and Director - Business Development
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Jul 2007 - Jan 2013
Co founder and initial Executive Director of Carbon Conscious Ltd - initial concept and business plan, capital raising to operating and successful business. Product development, client identification, deal proposal and contract process. Co founder and initial Executive Director of Carbon Conscious Ltd - initial concept and business plan, capital raising to operating and successful business. Product development, client identification, deal proposal and contract process.
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General Manager
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May 2004 - Jun 2007
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Education
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1997 - 1999
Edith Cowan University
Business -
2013 - 2013
Kaplan University
Diploma Financial Planning, Finance, General -
2017 - 2017
Mentor Education
Advanced Diploma, Financial Planning
Community
