About Us

Create a life you value.

Financial stability isn’t a certain sum of money. It’s the freedom to live life on your terms.

Whether you’re looking to buy a home, expand your family, reduce debt, plan for retirement, or pursue other goals, our financial planning advice is tailored to create a lifestyle that reflects your values.

Serving clients in the ACT, NSW, QLD, and remotely across Australia, Wealthpoint Financial Planning serve good people from all walks of life and financial backgrounds. Our commitment is to help anyone that needs financial advice, is seeking qualified advisors and is ready to listen.

We are a team of passionate and experienced professionals. We’re here to celebrate your financial success, help you navigate challenges, and above all keep you on track towards the financial future you desire. We collaborate with your accountant, mortgage broker and other financial stakeholders to ensure you achieve your goals with a minimum of effort.

We will never tell you how to live your life. Our role is to objectively assess your situation, present all your financial options, then provide ongoing advice to help you understand your financial situation and make sure you can live the life you want.

Our Team

Graeme Davy

Financial Planner

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Iain Jeffery

Financial Planner

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Alan Lake

Financial Planner

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Andrew Koulouris

Financial Planner

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Michelle Lake

Operations and Compliance Manager

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Sarah Rowe

Practice Manager

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Stephanie Talarek

Associate

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Siddharth Bansal

Administration Assistant

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Karla De Torres

Virtual Administration Assistant

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Rein Oyando

Paraplanning Associate

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Do we sound like a good fit? Speak to our team today.