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 Care team are all located on-site and are the engine room of our business. Every member of the team is also RG146 qualified and licensed representatives with SMSF accreditation, this means that any enquiries that you may have can be answered quickly and efficiently.

Our Para Planning & Client Care team

  • Kayla Grimmett
  • Connor Semmens
  • Jessica Saunders

Wealth Foundry Pty Ltd, the trustee for WF Unit Trust trading as Wealth Foundry, is a Corporate Authorised Representative 412586 of Watershed Dealer Services Pty Ltd ABN 29 162 693 272 AFSL 436357