Built upon a culture of excellence.
WealthStream Financial Group Pty Ltd was established in 2011 and is a privately owned Financial Services Licensee. This unique positioning allows the group to provide a tailored and flexible solution to our Advisers, a valuable offering in today’s financial planning environment.
WealthStream provides its Financial Advisers with one of the broadest approved product lists on the Australian market. Our approved products are selected by third-party research and our Advisers are free to utilise products and investment platforms from this list.
Our friendly team can help guide you on your financial journey, we are always transparent and upfront, with flexible meeting hours whether you prefer face-to-face or over the phone.
At WealthStream, we maintain the highest level of relationship with our Advisers – creating an environment conducive to business growth and providing a premium support structure to enable professional planning advice to be passed from our Advisers to their clients.
The importance of education, qualification and experience is paramount in the financial planning arena and only Advisers who fulfill our strict criteria join the WealthStream Group.
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 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. He continues to run the License in addition to helping clients achieve financial success.
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.
With a strong background in both client services from time spent in Super Funds, and extensive Paraplanning experience since 2008, Amber has been an integral part of our early success at WealthStream and is the latest addition the Financial Planning team.
Amber joined the WealthStream team 6 years ago as a Paraplanner and combined with her number of relevant qualifications (Bachelor of Economics, majored in Banking and Finance, Advanced Diploma in Financial Planning, Diploma in Business Studies) she is experienced and knowledgeable in in the industry and passionate about helping her clients to look after, and grow their wealth.
Wayne has extensive experience in the financial planning industry. He has spent over 22 years as a Financial Adviser offering advice to individual clients as well as small and large business clients. He was a Financial Adviser with various financial organisations beofre joining WealthStream over a decade ago as one of our Senior advisers.
With a Master’s in Commerce and an association with the Financial Planning Association, Wayne is highly knowledgeable in the metrics of good business and sound investment advice, lending his expertise as the chair of the WealthStream Financial Group Investment Committee.
As one who is passionate about sustainability and ethical investment, Wayne is well placed to introduce you a number of ethical investment considerations in your portfolio.
Rowan joined WealthStream in 2017 to take over the role of Lending Specialist. A former chef and Restaurant owner (and still certified foodie!), Rowan is as knowledgeable about lending options as he is about food and wine.
Rowan is able to assist with all types of lending – mortgages (both investment and for owner-occupiers), vehicle finance, business loans, equity finance etc.
He will assist you to use lending to allow you to build an asset portfolio for future wealth creation.
If you’re self-employed and looking to leverage debt or make a business asset purchase, Rowan is well placed to guide you through the various options available for consideration, and facilitate putting the necessary structures in place. His experience in running a small business for many years makes him well placed to understand how to use lending to maximise cashflow and to assist with business expansion.