About
Our Management Team
Wisam Sarayeldin
Director, Executive Financial Advisor
Wisam Sarayeldin is a Co-Founder and Partner of Lloyds Wealth Management, with more than 14 years of experience providing strategic financial advice to individuals, families and business owners across Australia.
Having commenced his career within the Westpac Group before becoming a Financial Adviser with BT Advice in 2014, Wisam has developed extensive expertise in retirement planning, superannuation, investment management, portfolio construction and wealth protection strategies.
Recognising the value of independent, client-focused advice, Wisam co-founded Lloyds Wealth Management to provide clients with access to a broad range of investment solutions, supported by highly personalised advice and exceptional service. His approach is centred on understanding each client's unique goals and developing tailored strategies that provide clarity, confidence and long-term financial security.
Wisam is passionate about building enduring relationships based on trust, transparency and integrity. He believes great advice is about more than managing wealth—it's about helping clients make informed decisions with confidence and creating financial certainty for themselves and future generations.
Credentials:
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Bachelor of Business and Commerce (Applied Finance)
Advance Diploma in Financial Planning -
AR: 1003247
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Financial Advice Association Australia Member
Contact:
Raf Joseph Hallak
Director
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 co-founded Wealth Management 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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Financial Advice Association Australia Member
Contact:
raf@lloydswealthmanagement.com.au