About Us

Devoted to helping you build and protect your financial freedom

We are a diverse team of tax, investment, and finance specialists, here to help you make the most of your money and savour the lifestyle you want.

Why us?

Expert advice, reliable service, and constant innovation are at the core of our values. 

With access to exclusive investment opportunities not available on the open market, we have all the sophistication of an investment bank, coupled with the integrity and attention to detail of a small business.

Steward Wealth is a privately owned firm, meaning we have no external stakeholders to answer to and every decision we make is for the best interests of our clients.

 

Black and White picture of Steward Weath's Financial Planners

Meet the team

Our team is on hand to offer you advice and a warm welcome no matter what stage you are at in your investment journey.

James Weir

Director & Co-Founder

James’s fascination with markets stretches over decades of working with national and international investment banks both domestically and overseas. An avid student of the theory and complexities of constructing and managing portfolios, he is driven to help people understand the whys and hows of successful long-term wealth management.

Anthony Picone

Director & Co-Founder

With his detailed knowledge of investments, superannuation and tax, Anthony has come from Australia’s most successful investment bank, working with clients to develop and manage their wealth strategies. Not only a Certified Financial Planner, he has added qualifications in tax and is an accredited Self-Managed Superannuation Fund specialist with expertise in multi-generational strategic planning.

Paul Grifa

Director

As an investment specialist with a deep interest in direct equities, Paul works closely with his longstanding client base which, in many cases span decades. Having worked with national and international investment banks for more than thirty years Paul believes Steward Wealth’s boutique model and the internal expertise of fellow directors is better suited to clients in delivering a personalised approach.

Ivan Lim

Senior Investment Advisor

Coming from a background rich in corporate and tax advice in Asia, Ivan works as an authorised representative of Steward Wealth, applying his expertise for a selected client base to structure tailored wealth solutions and retirement strategies which encompass local and international investments.

Cameron Purdy

Lending Specialist

Cameron’s deep experience and knowledge of financial processes not only relieves his clients of the administrative burden involved with some of the biggest purchases of their lives, but helps them to safely secure the best outcome for even the most complicated of loans. With a young family of his own he is well placed to understand and support clients wishing to create a better balance for their families.

Kiera Lecher

Executive Assistant

Kiera’s wealth of experience in financial services has given her a sixth sense for anticipating client expectations and meeting them with the welcoming reassurance of personalised attention. Kiera’s warm approach to our clients allows her to deliver our company values to every client.

Lucinda de Jong

Marketing Manager

Lucinda brings international experience implementing and executing marketing campaigns for financial services businesses, both agency and client side. Lucinda manages the marketing strategy supporting the commercial growth of our business. Her responsibilities include everything from the website to our marketing systems and how we communicate with clients.

Trexie Igot

Assistant

Graduating with a Bachelor of Arts in Communications, Trexie joined Steward Wealth after gaining experience in a variety of roles. Trexie believes that communication is a diverse and flexible discipline and enjoys being able to maximise her abilities whilst providing high quality assistance to our team, who, in turn, can meet our clients’ needs.

Speak to a financial expert today

 Ready to chat? We’d be delighted to hear from you.

Our Investment Committee

Our committee includes two external specialists who help to guide our investment process through our quarterly meetings.

Giselle Roux

Giselle is one of Australia’s most well-known and highly regarded investment strategists. Previously she was CIO at Escala Partners and JBWere, and she has also held a number of senior equities analyst and investment banking roles including with Citigroup, Bank of America, Merrill Lynch and McIntosh Securities.

Jeff Mitchell

Jeff is a Certified Investment Management Analyst (CIMA) with decades of investment and portfolio management experience. He led the investment research group at Australian Unity Personal Financial Services (PFS) before taking up the role of Chief Investment Officer at the Infocus advisory group.

Our Services

Plan with purpose, act with confidence. We provide full lifecycle financial planning for a sustainably secure future.

Financial Planning

From super structuring to insurance protection, we’ll set out a road map that is right for you.

Wealth Management

End to end investment management, perfectly aligned to your goals and appetite for risk.

Property Loans

A mortgage to secure your dream home; equity release or a residential or commercial loan for investment.