Keith GateleyFinancial Planner
Keith is both a Director and Senior Financial Planner at WealthStream Financial Solutions Pty Ltd.
Keith has been assisting clients and providing advice for over 24 years. Holding the highly regarded Certified Financial Planner (CFP) accreditation from the Financial Planning Association (FPA), ensures Keith has both the training and expertise to assist all clients.
In 2011 Keith and Scott established WealthStream Financial Group Pty Ltd, an independent Financial Planning Licensee which allowed the business to move away from the corporate owned investment options recommended via bank aligned dealer groups.
Scott HerraldFinancial Adviser
Scott joined the Financial Services industry in 2001 when he completed his Diploma of Financial Planning.
He has since expanded his knowledge into specialty advice areas through various industry courses and training programs.
Scott is a Director of WealthStream and a Responsible Manager for the License with ASIC.
Scott continues to run the License in addition to helping clients achieve financial success.