OUR TEAM

Samuel Wakefield logo_CFP, BCom (Economics), AdvDip FS (FP)

Founding partner, senior financial adviser and SMSF accredited specialist

Samuel’s passion and belief in the industry and his clients is infectious. Samuel prides himself on providing truly holistic financial advice with a knowledge and skill set, mixed with his high standards of service, that sets him apart. Samuel comes with over 6 years of industry experience, previously working and refining his skills at a mid-tier firm.

Outside of work Samuel loves a round of golf and is a passionate Melbourne Demons supporter. He is sure they will be in the top four by 2018.


D’Avery Pillay B.Bus (Law / Banking & Finance), Dip.FS (FMBM & FP)

Founding partner, financial adviser, residential and development finance specialist

D’Avery’s mortgage broking and financial planning experience allows him to provide a very unique and holistic service. D’Avery has 7 years of lending experience and has previously held senior lending and management roles at previous firm. Now days D’Avery focuses on protecting what’s most important to his clients, themselves.

D’Avery loves keeping fit and enjoys watching and playing the great game of tennis. His idol is John McEnroe, however D’Avery does not (publicly) condone his on court behaviour.


Gerald Wong B.Bus (Banking & Finance), Dip.FS (FMBM)

Founding partner, financial adviser, corporate and trust structure lending specialist.

Gerald comes with a very diverse and impressive set of skills. He grew up in Mauritius, but along with his beautiful wife, have called Melbourne home for the past 10 years. Along with D’Avery, he brings a unique blend of financial planning and lending experience to the mix. Gerald’s passion is going above the call of duty to ensure his clients get a qualité supérieure (top quality) level of service.

Gerald is a fanatical lover of cheese and breadsticks, but often complains about the poor quality here in Australia. He is an avid soccer lover and supports all things Liverpool.

Samuel Wakefield AFP®, BCom (Economics), AdvDip FS (FP)

Founding partner, senior financial adviser and SMSF accredited specialist

Samuel’s passion and belief in the industry and his clients is infectious. Samuel prides himself on providing truly holistic financial advice with a knowledge and skill set, mixed with his high standards of service, that sets him apart. Samuel comes with over 6 years of industry experience, previously working and refining his skills at a mid-tier firm.

Outside of work Samuel loves a round of golf and is a passionate Melbourne Demons supporter. He is sure they will be in the top four by 2017.


D’Avery Pillay B.Bus (Law / Banking & Finance), Dip.FS (FMBM & FP)

Founding partner, financial adviser, residential and development finance specialist

D’Avery’s mortgage broking and financial planning experience allows him to provide a very unique and holistic service. D’Avery has 7 years of lending experience and has previously held senior lending and management roles at previous firm. Now days D’Avery focuses on protecting what’s most important to his clients, themselves.

D’Avery loves keeping fit and enjoys watching and playing the great game of tennis. His idol is John McEnroe, however D’Avery does not (publicly) condone his on court behaviour.


Gerald Wong B.Bus (Banking & Finance), Dip.FS (FMBM)

Founding partner, financial adviser, corporate and trust structure lending specialist.

Gerald comes with a very diverse and impressive set of skills. He grew up in Mauritius, but along with his beautiful wife, have called Melbourne home for the past 10 years. Along with D’Avery, he brings a unique blend of financial planning and lending experience to the mix. Gerald’s passion is going above the call of duty to ensure his clients get a qualité supérieure (top quality) level of service.

Gerald is a fanatical lover of cheese and breadsticks, but often complains about the poor quality here in Australia. He is an avid soccer lover and supports all things Liverpool.

CONTACT US FOR A COMPLIMENTARY & OBLIGATION FREE CONSULTATION »

Suite 4
Level 7, 443 Little Collins Street
Melbourne, Victoria 3000

Tel: 03 9077 2007
Fax: 03 8672 7676
Email: info@optalife.com.au

Optalife Finance: Suite 4 Level 7, 443 Little Collins St Melbourne, VIC, 3000