Our leadership team
Advice Evolution is managed by a Board of Directors and a small management team. The three directors collectively have 50 years experience in running financial advisory practices.
Our team are accessible and approachable.
David Harris – Chief Executive Officer
Started as an Adviser in 1994 and built it up to a position where it included multiple practices and employed 7 advisers. He was Chairman of the Financial Wisdom adviser Forum for 3 years and on the board for 12 years. Sold his practice in 2011 and has been CEO of Advice Evolution since then. He is CFP and also the responsible manager for Advice Evolution.
Outside Financial planning I am a cyclist and Coach National level Athletes in Mountain biking, I also Chair the local Business Enterprise Centre.
Grant Simpson CFP
Grant Simpson has been a self employed Financial Planner for 28 years. He attributes his success to recognising mutual respect as the most important quality required for long term business and personal relations.
Grant has Completed the Diploma of Financial Planning through Deakin University and was granted CERTIFIED FINANCIAL PLANNER® status in 2002 and continues to retain this highest planning qualification. He has been Adviser Forum Chairman, representing 400 advisers, at another AFSL and is now Chairman of the Advice Evolution Board of Directors.
Grant has been married for 20 years to wife Amanda and has two equally determined sons, Henry and Gus.
Grant’s passion in continuing to deliver financial services remains centred on helping clients become more confident about their finances.
Anthony Stedman CFP FFPA
Anthony entered the financial planning industry in the early 80′s. His down to earth approach ensures that people have a clear and concise understanding of what it is they need to be doing in order to achieve their financial goals.
He has a keen personal interest in Self-Managed Superannuation and Transition to Retirement advice and manages both of these important areas in the practice.
He has been a financial planner since 1991 and is a “Certified Financial Planner” (CFP accredited) with the Financial Planning Association. He has also been made a Fellow of the FPA.
Anthony is a Specialist Accredited Self-Managed Superannuation Financial Planner with SPAA.
In December 2011, Anthony, along with Grant Simpson and David Harris, established Advice Evolution Pty Ltd. Anthony has been recognised by Wealth Professional Magazine as #5 in Australia’s Top 50 Finest Financial Planners 2012 award.