Contact Us

+61 3 9095 8210


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. Our capable team are prepared to answer any enquiries that you may have quickly and efficiently.

Our Para Planning & Client Care team

  • Kayla Grimmett - Practice Manager
  • Connor Semmens
  • Jessica Saunders
  • Jaida Ivory
  • Adam Miller

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