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 12 years experience in financial services, previously working within the Westpac group, BT Advice as a financial adviser since 2014.He is passionate about delivering high-quality, personalised advice that empowers clients to make informed decisions about their financial future. Wisam believes that great advice starts with understanding what truly matters to each client — their goals, values and lifestyle aspirations — and building long-term, trusted relationships based on transparency and integrity.
Whether clients are preparing for retirement, growing their wealth, protecting their family, or navigating complex financial decisions, Wisam provides clear, strategic guidance tailored to their individual circumstances. His approach combines technical expertise with practical solutions designed to create certainty and long-term financial security.
Wisam is committed to long-term client relationships built on trust, transparency and consistent communication.
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 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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AFP - FPA of Australia (329087)
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Financial Advice Association Australia Member
Contact:
raf@lloydswealthmanagement.com.au