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About Wealthmed
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 founded Wealthmed in 2011 and what we wanted 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
Specialists Deserve Specialists
Drawing on our experience, we wanted to specialise 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.
We’ve expanded that starting team of team three staff to a vibrant team of twenty-eight 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 do is 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
Meet the team
Directors
Scott Guildford
Director
Scott Guildford
Director
I hold a degree in marketing and strategic management and have over twenty-one years of experience in the property and finance industries. I have coupled this knowledge of the property, construction and finance industry with a background in financial services which means I can cover all aspects of your financial goals.
Starting early on your financial pathway can make such a big difference in your life. The key is making sure you make the right decisions and set yourself up for the next move along the way.
Outside of work, I like to spend time with family and friends, keeping fit and active, and trying to stay adventurous!
- Phone:1300 887 137
- Email:scott@wealthmed.com.au
Carolyn Bindon
Director
Carolyn Bindon
Director
I help my clients take often complex issues, make them easy to understand and identify a clear path forward. My clients are so committed and dedicated to their health profession, they don't want to spend their precious time on paper warfare, they want to be with their family and friends. That's where I can help. I see my role as a catalyst to get things done, bring alternative thinking to the table and provide the continuity to make sure things are implemented and on track.
With decades in the advice industry, after starting out in 1983, I know that if I have the opportunity to invest time with our clients, I can make a difference. My passion to make that difference is why I love what I do. I am committed to the best advice and hold a master’s degree in financial planning.
When I'm not at my desk you can find me in my kitchen....I made the top 30 in Australia in MasterChef 2012. I love giving generously from my kitchen to my friends and family. Oh yes, and by the way, I do get asked for the occasional recipe from my wonderful clients!
- Phone:1300 887 137
- Email:carolyn@wealthmed.com.au
Albert Borzillo
Director & Accounting
Albert Borzillo
Director & Accounting
Albert joined Wealthmed in 2013 to head up our rapidly expanding accounting practice to provide specialist accounting services for medical professionals. As a qualified Accountant and member of Chartered Accountants Australia and New Zealand,Albert has extensive experience in all areas of Accounting. His expertise in the medical field spans taxation advice and planning, business structuring and development, wealth creation and debt reduction, self-managed superannuation funds and estate planning. After hours, Albert enjoys keeping fit and spending time with his family.
- Phone:1300 887 137
- Email:albert@wealthmed.com.au
Financial Planners
Michael Schnabel
Certified Financial Planner
Michael Schnabel
Certified Financial Planner
Michael is a Certified Financial Planner™ (CFP) with an impressive financial planning career spanning more than 30-years. Since joining Wealthmed in 2019, our clients have significantly benefited from Michael's extensive retirement and aged care specialist advice. He brings an optimism and enthusiasm to everything he does, and truly enjoys making a positive impact on his retiree clients and colleagues alike.
Michael likens his approach to financial planning to his extensive sprinters coaching experience - believing that big goals are achieved by setting smaller, bite-sized goals, and staying accountable along the journey. He embodies a values-based philosophy and encourages his clients to establish a plan that will maximise the use of their resources and achieve their greatest joys.
Michael completed his Diploma of Financial Planning in 1997. That same year, he achieved the highest recognition in the industry by admission as a Certified Financial Planner with the Financial Planning Association.
Outside of work, you'll find Michael at the beach, where he starts most days with exercise, or in his kitchen exploring his passion for home-cooking. He also thoroughly enjoys travelling with his family, particularly exploring diverse cultures and cuisines.
- Phone:1300 887 137
- Email:michael@wealthmed.com.au
Rory O'Neill
Financial Adviser
Rory O'Neill
Financial Adviser
Rory is a Financial Advisor who specialises in wealth accumulation and retirement planning. He is passionate about helping his clients strike the perfect balance in realising both their financial and lifestyle goals, whilst delivering an exceptional client experience.
Rory's expertise includes an intricate understanding of his medical professional clients. This is backed by more than three years working with a doctor-dominant clientele.
He most enjoys partnering with clients to build their wealth and financial freedom through highly personalised and goal-oriented strategies, whilst also growing their own understanding of the process along the way.
Outside of work, Rory enjoys spending time outdoors, whether it be going to the beach, cycling, running, or camping. You'll usually find him accompanied by his Labradoodle, Dougal. Although he loves the sunshine state’s beautiful weather year-round, you’ll also find him chasing winter to enjoy snow skiing both within Australia and overseas.
- Phone:1300 887 137
- Email:rory@wealthmed.com.au
Matthew Roberts
Financial Adviser
Dennis Prekodravac
Associate Adviser
Dennis Prekodravac
Associate Adviser
- Phone:1300 887 137
- Email:dennis@wealthmed.com.au
Research & Compliance
Nigel Baron
Investment & Compliance Manager
Nigel Baron
Investment & Compliance Manager
Deb Baron
Compliance Support Officer
Tax & Accounting
Andreas George
Senior Accountant
Jemima Ladao
Accountant
Property & Finance
Anna Guildford
Business Manager
Anna Guildford
Business Manager
- Phone:1300 887 137
- Email:anna@wealthmed.com.au
Doug Scragg
Property Specialist
Doug Scragg
Property Specialist
With a background in marketing, international business and technology, Doug brings his positive and energetic attitude to help clients achieve their goals. Doug currently works full time in our office as an administration assistant in our property and finance team. Outside of work Doug enjoys live music and plays AFL for the Nambour-Hinterland Football Club.
- Phone:1300 887 137
- Email:doug@wealthmed.com.au
Todd Clarke
Senior Mortgage and Finance Broker
Todd Clarke
Senior Mortgage and Finance Broker
Through Wealthmed Finance, Todd has access to a broad selection of lenders for home, investment, car, commercial, SMSF and personal loans, including unique options for medical and allied health professionals. His hands-on experience working with a variety of finance structures and needs includes sole traders and individuals, complex entities including companies, SMSFs and trusts.
Todd is a licenced member of the Mortgage and Finance Association of Australia (MFAA), who also named him as a 2023 finalist for the Regional Finance Broker Award for his excellence in the sector.
Todd is a Sunshine Coast local with strong ties to the community through years spent surf lifesaving and coaching junior sport. Outside of work, you can find Todd teeing off on the golf course and spending quality time with his young family outdoors.
- Phone:1300 887 137
- Email:todd@wealthmed.com.au
Hayden Stratheam
Mortgage Broker
Hayden Stratheam
Mortgage Broker
Hayden is born and raised on the sunshine coast and enjoys the unique work/life balance on offer in this region. In his spare time, he enjoys cooking/BBQing and spending time with his family.
- Phone:1300 887 137
- Email:hayden@wealthmed.com.au
Laine Bagnall
Finance Coordinator
Laine Bagnall
Finance Coordinator
Laine's dedication to great service is backed by more than 12-years in customer service roles, including four years in management roles. He is enjoying developing his skillset within our finance team and expanding his knowledge in the sector.
Outside of work, you'll find Laine outdoors, whether that be hiking local mountains, four-wheel driving or camping.
- Phone:1300 887 137
- Email:laine@wealthmed.com.au
Kiara Barr
Property Administration Assistant
Kiara Barr
Property Administration Assistant
- Phone:1300 887 137
- Email:veronica@wealthmed.com.au
Corporate
Bianca Webb
Human Resources Manager
Client Services Support
Kelly McLean
Client Service Manager
Kelly McLean
Client Service Manager
She most enjoys implementing intuitive-service systems and delivering elevated client experiences. Our clients and team benefit from Kelly's positive and proactive approach, as a dedicated team player who works closely with the broader team to support our clients' journeys.
As a Sunshine Coast local for more than five years, Kelly still says the lifestyle is her favourite. When she's not in the office, you can find her enjoying quality time with friends and family, most usually sharing fantastic conversations over a delicious meal.
- Phone:1300 887 137
- Email:kelly@wealthmed.com.au
Adele Thompson
Implementation Specialist
Adele Thompson
Implementation Specialist
Outside of work, Adele loves spending quality time with her family and long beach walks.
- Phone:1300 887 137
- Email:adele@wealthmed.com.au
Kate Adamson
Implementation Specialist
Kate Adamson
Implementation Specialist
Kate most enjoys the professional growth opportunities at Wealthmed, including applying her decade of management expertise to enhance her professional pathway in the financial services industry.
Outside of work you can find Kate spending time with her young family and executing the next phase of her home renovation projects.
- Phone:1300 887 137
- Email:kate@wealthmed.com.au
Blake Stewart
Implementation Specialist
Blake Stewart
Implementation Specialist
- Phone:1300 887 137
- Email:blake@wealthmed.com.au