About Us

Graeme Davy

Financial Planner

Graeme has provided personal financial advice to clients since 2002. His particular focus has been to enable his clients to enjoy and maintain a financially comfortable lifestyle in retirement. Graeme has mainly worked in large institutions, at a specialist financial planning company, and as an adviser for one of Australia’s biggest industry super funds.

Graeme enjoys working with a wide range of clients, both the “financially inclined”, and the “not so financially inclined”, who will appreciate and benefit from the high-quality advice he provides.

Graeme is a Certified Financial Planner, which is the highest internationally recognised qualification for the Financial Planning industry. He also holds a Bachelor’s Degree (Business), majoring in Finance, and a Diploma in Financial Planning.

Iain Jeffery

Financial Planner

For over 20 years, Iain has provided personal financial advice to clients by helping them achieve their goals and enjoy a financially comfortable life. He started in a small family‐owned business looking after pre‐retirees and retirees, and has since worked in large institutions, an industry fund, private client firms, and specialised planning firms that focused on niche offerings with SMSFs and personal insurance.

Iain’s experience over such a wide range of financial planning offerings allows him to easily identify how he can help his clients, or when he may need specialist assistance to ensure they receive the best possible advice.

Iain is a Certified Financial Planner and holds a Master’s degree in Financial Planning. He also holds specialist credentials in Self‐Managed Super Fund advice, an Advanced Diploma in Financial Services, and a Bachelor’s degree in Science.

Alan Lake

Financial Planner

Alan is a Certified Financial Planner, a Certified Practising Accountant, and is recognised by CPA Australia as a Financial Planning Specialist. He also holds specialist accreditations in both Self-Managed Super Fund advice and Aged Care. He has been providing quality financial advice since 1998.

Alan is professional and personable in all his dealings and enjoys working with people from all walks of life. He is as comfortable having a coffee in your kitchen as he is in a high‐flying corporate boardroom. He has an uncanny ability to make the complex simple and has been known to solve problems some clients didn’t even know they had.

When not working hard for his clients, he enjoys spending time with his family and breathing new light into old windows (otherwise known as renovating old houses).

Andrew Koulouris

Financial Planner

Andrew is a professional and well-educated financial adviser who joined the Wealthpoint team in July 2023. He has studied Business, Accounting, and Financial Planning.

Andrew started as an adviser in 2001 and had his own financial advisory practice on the Gold Coast for 15 years. Since then, Andrew has worked with a Top 4 Accounting Firm addressing Financial Planning Regulatory Compliance, Remediation and Compensation matters.

Andrew lives on the Gold Coast and enjoys the beach and hinterland and takes time out each day to walk his four-legged friend, “Sally”. Andrew also enjoys bike riding, following the NRL, and being involved in his adult children’s lives.

Michelle Lake

Operations and Compliance Manager

Michelle is the Operations and Compliance Manager at Wealthpoint. With over 20 years of experience in the financial planning profession, she has held many leadership roles and developed a keen interest in process design and management. Michelle holds tertiary qualifications in Financial Planning and Finance Broking and works from our Brisbane office.

Sarah Rowe

Practice Manager

Sarah has been a valued member of the team for the past four years. Her role involves assisting both clients and staff with a wide range of needs, from resolving queries to providing essential support services. In addition to supporting our Financial Advisers, she is passionate about delivering exceptional service to our clients. Sarah’s commitment to helping others and her approachable nature make her an asset to our team, and she is a full-time Mt Isa resident.

Stephanie Talarek

Associate

Stephanie is a qualified accountant and has been working in the financial planning industry for five years. Stephanie has a bachelor’s in Business (Majoring in Applied Management), a Post Graduate Diploma in Financial Planning and a Post Graduate Diploma in Accounting. Steph is located on the Sunshine Coast and regularly travels to Mt Isa to help our advisers and clients.

Siddharth Bansal

Administration Assistant

Sid is an Administrative Assistant at Wealthpoint Financial Planning, providing support to financial advisors. Prior to this role, he gained valuable experience working at JP Morgan and Chase for two years, where he contributed to various financial and technical projects. Siddharth holds a Master of Business Information Systems degree from the Australian National University and works full-time in our Canberra office.

Karla De Torres

Virtual Administration Assistant

Karla is a Virtual Administration Assistant with three years’ experience in financial planning administration. Karla has a keen eye for detail and the ability to manage multiple projects simultaneously. She works on back-office tasks for our clients via the Philippines.

Rein Oyando

Paraplanning Associate

Rein is a paraplanning associate who has been in the financial planning industry for five years. Rein generates and refines advice documents and maintains our client database. Rein holds a degree in Financial Management and uses her expertise to provide high-quality advice documents for our clients from her location in the Philippines.