Our story
About us
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.
Let’s Get In Touch
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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
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.
Ivan Lim
SENIOR INVESTMENT SPECIALIST
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.
Cameron Purdy is a credit representative (493913) of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
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.