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, a Financial Planning Licensee which allowed the business to move away from the corporate owned investment options recommended via bank aligned dealer groups.
Scott HerraldFinancial Planner
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.
Michael BloomFinancial Planner
Michael started his career in the financial industry in 2004.
He joined WealthStream Financial Solutions as a Director in 2013 where Michael offers his clients, professional and practical financial advice with a personal touch and is passionate about helping his clients improve their personal and financial future.
With over 30 years of business and financial planning experience, Award-winning State (NSW) and National Award-Rising Star of the Year 2010 achievements, and recognised Financial planning credentials, Michael specialises in complex insurance matters, investment management, lifestyle and multi-generational support for WealthStream clients.
From budgeting to investment advice, retirement planning, and insurance requirements, Michael works closely with his clients to determine realistic objectives to devise sound strategies that make a tangible difference.