Approved Financial Planners

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About

Approved Financial Planners is a team of financial experts who can help you make the most of your money and provide solutions for you to attain your goals.

Story

Approved Financial Planners is a highly experienced team of specialist Financial Advisors in Perth focused on building and maintaining wealth for clients throughout each critical stage of life. Approved has been advising clients in the Perth area from our Ascot office since 2005. Our Financial Advisors have over 80 years of combined experience making us one of the most experienced teams in Perth.

Approved is licenced to provide financial advice by AMP Financial Planning Pty Limited. AMP is one of Australia’s largest and oldest financial services companies. Approved benefits from the strength of AMP’s research, compliance and product development expertise.

Approved is consistently ranked in AMP’s top practices Australia.

"At Approved Financial Planners we help our clients to take control, make the right choices and find their financial freedom.Everything we do at Approved is designed to challenge the traditional. With an efficient, professional and most of all simple approach to financial planning, we provide a better financial planning solution.Our advisers are qualified to give Retirement Strategy, Superannuation, Investment and Insurance advice with a focus on Pre-Retirement and Retirement Planning."

Address: 152 Great Eastern Hwy, Ascot WA 6104, Australia

Phone: (08) 6462 0888

Website

ua.moc.pfdevorppa@yreuq

State: Western Australia

Zip Code: 6104

Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews

Awesome experience so far, Raf our advisor has been great with me and my partner. Always has a smile on his face, really kind and explains to us everything if we don’t understand. Looking forward to future plans with his team.

We have worked with Dan and his team at Approved Financial Planners and have found them nothing but professional and fantastic to work with. Dan's expertise has helped us to understand our financial investments and put together a yearly financial plan. Its really reassuring to work with Dan to keep us on track and answer any of our finance related questions. I would highly recommend Approved to anyone who is wanting to get serious about their financial planning.  Dean and Kat Roberts

The advisers at Approved Financial Planners are knowledgeable and passionate about what they do. They cover all your financial needs with a holistic approach. As a client, you receive the true value of financial planning. I highly recommend Approved Financial Planners!

Our friends recommended Daniel at Approved Financial Planners to help with setting up our retirement requirements. The best thing we ever did before retiring. We totally agree with others in their praise for Daniel and the team, for the professionalism, caring attitude, and expert knowledge and guidance we have received.

We have been dealing with Daniel for quite a few years now and have been excellent. He is personable and very professional and explains everything very well. He is thorough with what suits us best for our finances . Thank you Daniel

We met with Dan and his team recently to set ourselves up with an investment plan and the experience to date has been very positive. The team at AFP is professional and take the time to explain things clearly. We’re looking forward to working with you into the future to build and grow our investment!

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