Contact Us

Phone
+61 3 9095 8210

Email
info@wealthfoundry.com.au

Address
2/302 Stephensons Road Mt Waverley Vic 3149

Online Enquiry

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About Us

Wealth Foundry’s team comprises of Experienced Financial Planners who are all RG146 qualified with SMSF specialisation accreditation.

Our Financial Planners all have over 25 years experience in the Financial Services sector and can provide a holistic approach to their advice.

Our Team of Financial Planners

Our Para-planning and Client services team are all located on-site and are the engine room of our business. Our capable team are prepared to answer any enquiries that you may have quickly and efficiently.

Our Para-planning & Client Services Team

  • Jessica Saunders
  • Luke Hoffmann
  • Jason Lim
  • Sarah Manders

Wealth Foundry Private Pty Ltd, the trustee for WF Private Unit Trust trading as Wealth Foundry Private, is a Corporate Authorised Representative 1313119 of Banyan Securities Pty Ltd ABN 79 609 452 226 AFSL 484139