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About Us
We are the ultimate team of specialists dedicated to looking after you, while you look after others.
Established in 2011, Wealthmed is a financial planning practice specializing in integrated advice for medical, dental, and allied health professionals.
Wealthmed opened it’s doors in January 2011 with a small dedicated team of three, providing guidance on financial planning, superannuation, investment choices, risk management, loan structuring and property investment. Today, our team has grown to 28 and we have expanded our services to “Everything Financial”.
Our team deals with professional complexity and financial challenges our clients face every day. We identify our client’s financial needs, and design strategies with our collective expertise to help our clients have the best life possible with the money they have while they are here. We know that the right financial guidance can set our clients up for life!
With decades of professional experience our team makes a real difference to the lives of our clients.
The Wealthmed Journey
The Start
A Multi-Disciplinary Firm.
That was always the goal when Scott, Carolyn & Albert founded Wealthmed in 2011 and what we wanted to Wealthmed to become.
The advice version of a private hospital, a union of specialists providing the highest level of support to doctors across accounting, investing, finance, business services and more.
The Goal
Specialist Deserve Specialists
Drawing on our experience we wanted to specialize in specific financial services to support medical and allied health staff to provide a coordinated case managed approach to financial advice.
The Principles
The principles behind what we do.
That we’ve expanded that starting team of team three staff to a vibrant team of twenty-one is reward for the belief in a few important things.
- To bring together the best accountants, financial advisers and property specialists we could.
- Ensure each and every person is dedicated to clients first and everything else a very distant second.
- To tailor work on a case-by-case basis and make sure everything we did was integrated.
- To make it about achieving clear goals and doing it for those we know how to help best.
The team
Which got us to where we are now.
Local professionals helping medical professionals to manage what they need to succeed.
A coordinated approach under one roof including: tax and accounting, insurance and risk management, property investment, finance, and business management.
Meet the team
Directors
Scott Guildford
Director
Carolyn Bindon
Director
Albert Borzillo
Director & Accounting
Financial Planners
Joanne Tinetti
Senior Financial Adviser
Michael Schnabel
Certified Financial Planner
Kym Vivian
Senior Financial Adviser
Rory O'Neill
Financial Adviser
Matthew Roberts
Associate Adviser
Dennis Prekodravac
Associate Adviser
Research & Compliance
Nigel Baron
Investment & Compliance Manager
ax & Accounting
Katrina Dickens
Senior Accountant
Aaron Sheppard
Accountant
Julius Burhan
Senior Accountant
Property & Finance
Anna Guildford
Business Manager
Doug Scragg
Property Specialist
Todd Clarke
Senior Mortgage and Finance Broker
Hayden Strathearn
Mortgage Broker
Liz Laing
Loan Writer
Laine Bagnall
Finance Coordinator
Veronica Rigby
Property Administration Assistant
Corporate
Bianca Webb
Human Resources Manager
Client Services Support
Dee Stariha
Reception and Administration
Kelly McLean
Client Service Manager
Christine Elia
Client Liaison Officer
Greg MacQueen
Implementation Specialist
Kate Adamson
Implementation Specialist
Adele Thompson
Implementation Specialist
