Specialist Wealth

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Empowering Your Financial Future

Specialist Wealth leverages unique knowledge and experience to provide financial planning, insurance, investment, superannuation, tax, and lending services exclusively to medical, dental, and veterinary professionals. We empower our clients to make informed decisions about their financial future. Together we channel more than 100 years of combined experience and expertise into creating personalised financial strategies that produce financial success. Make an appointment with Specialist Wealth today for a personalised and professional approach to your financial future. Financial advice is provided by Specialist Wealth Pty Ltd as trustee for Specialist Wealth Trust (ABN 53 994 872 147), Corporate Authorised Representative (No. 1281669) of Specialist Licensee Pty Ltd (ABN 91 641 241 081, AFSL 526707). All lending and credit services are provided by Specialist Lending Pty Ltd (ABN 23 652 764 700, Australian Credit Licence 542219).

Years of Experience You Can Rely On

Client Commited

Industry Focused

Australia's trusted financial partner for medical experts.

01

Core Values

Setting the standard in financial services for the healthcare sector through our values: excellence, partnership, innovation, and care.

02

Empowering Your Focus

We empower medical professional with the financial confidence they need to focus oh their essential work in healthcare.

03

Our Broader Impact

Our vision is for our tailored approach to enhance client financial well-being while also making a positive contribution to the entire medical community.

EPIC

EPIC PRINCIPLES

xcellence

Uphold the highest standards of service, ensure accuracy, professionalism, and thoroughness in all operations and client interactions.

Commit to continual improvement and quality, striving for excellence in every aspect of our work.

Encourage and support ongoing professional development, maintaining a leading edge in the industry.

artnership

Foster collaborative growth with clients and team members based on mutual respect and shared objectives.

Engage in transparent and open communication, ensuring a harmonious and effective relationship.

Build strategic alliances and involve team members in decision-making, enhancing our collective success.

nnovation

Embrace and drive forward-thinking solutions in financial planning, lending, and accounting.

Continuously seek new technologies and methodologies to enhance the service experience for medical practitioners.

Foster a culture where creativity and innovative approaches are encouraged and valued.

are

Prioritise the well-being and success of clients, offering tailored advice and solutions that align with their unique needs and goals.

Build lasting, empathetic relationships with clients, emphasising understanding and dedicated support.

Extend the value of care to our team, creating a supportive and respectful workplace environment.

Our Teams

Meet the People Who Guide Your Financial Journey

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Director - Lending Services

Chris Richardson

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Director & Financial Advisor

Katharine Fasal

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Financial Adviser

Bain Stenos

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Financial Adviser

Matthew Aspinall

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Senior Credit Analyst

Stephen Simpson

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Finance Specialist

Mod Somsriruen

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