About
Our Management Team
Wisam Sarayeldin
Director, Executive Financial Advisor
Wisam is one of the co-founding partners of Lloyds Wealth Management and is an experienced adviser specialising in, Retirement planning, superannuation, portfolio construction, investment advice and wealth protection strategies.
Wisam has over 10 years experience in financial services, previously working within the Westpac group, BT Advice as a financial adviser since 2012. He is very passionate about advice, building strong trusted relationships with his clients, helping them plan for a better future.
Wisam has a Bachelor's degree In Business and Commerce,
Majoring in financial planning, an advanced diploma of financial services (Financial Planning) and is a member of the Financial Planning Association of Australia (FPA).
Outside of work, Wisam loves spending time with his partner, enjoys many sports and learning new skills. He is an avid supporter of Arsenal football club and loves his Rugby League.
Credentials:
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Bachelor of Business and Commerce (Applied Finance)
Advance Diploma in Financial Planning -
AFP - FPA of Australia (358021)
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Financial Advice Association Australia Member
Contact:
Raf Joseph Hallak
Director, Executive Financial Advisor
For over a decade Raf Hallak has been at the pinnacle of private wealth in Australia.
Offering high quality advice to individuals and families across the country, through meticulous application of his expert knowledge, which guides his clients on building strong pillars of financial management, wealth and family succession strategies.
Raf has worked in some of the largest financial institutions such as Macquarie Group and BT Financial Group, during this time Raf honed his skills around offering private wealth advice that people required and gained top tier value through.
Based on the need to offer clients a broad range of investments and options that suited the boutique private wealth market, Raf founded Lloyd Private Wealth which has given him the opportunity to further develop his clients portfolios, across a full suite of products and services.
Raf believes in giving only the best offering for his valuable clients, that are customised for their individual needs.
Credentials:
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BBus (Acc & Fin) - University of Technology Sydney
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AFP - FPA of Australia (329087)
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Financial Advice Association Australia Member
Contact:
raf@lloydswealthmanagement.com.au