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ABOUT

Golden Rock Private Wealth is dedicated to helping individuals and families achieve their financial goals. Our mission is to provide personalized financial planning and investment management services. We believe in building long-term relationships with our clients based on trust, integrity, and expert financial guidance.
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At Golden Rock Private Wealth, we take the time to understand your unique financial situation and develop a customized plan to help you reach your objectives. Our experienced team is committed to delivering comprehensive financial strategies tailored to your specific needs.

OUR TEAM

Meet the dedicated professionals who are committed to your financial success.

JOHN DOE

Founder and Principal Financial Planner

With years of experience in the financial industry, John is passionate about helping clients secure their financial future. His expertise in wealth management and financial planning has enabled numerous individuals to achieve their financial aspirations.

JANE SMITH

Financial Advisor

Jane is dedicated to providing strategic financial advice and investment solutions to clients. Her proactive approach and in-depth market knowledge assist clients in making well-informed financial decisions.

MICHAEL WILSON

Investment Analyst

Michael's analytical skills and market research expertise form the foundation of our investment strategies. His commitment to delivering insightful investment recommendations ensures that our clients' portfolios are positioned for success.

EMILY PARKER

Client Services Manager

Emily is dedicated to ensuring that our clients receive exceptional service. Her attention to detail and strong client focus make her an invaluable part of the Golden Rock Private Wealth team.

GOLDEN ROCK PRIVATE WEALTH

Level 14, 74 Castlereagh Street
Sydney NSW 2000
Email: info@goldenrock.com.au
Phone: 0402 887 288

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ACE Capital Investment Pty Ltd (ABN 41 622 974 654), trading as Golden Rock Private Wealth is a Corporate Authorised representative of Akambo Pty Ltd t/a Akambo Private Wealth (AFSL 322056) ABN 16 123 078 900 Level 14, 379 Collins Street, Melbourne, Victoria 3000

 

Legal Disclaimer 

Information provided on this website is general in nature and does not constitute financial advice. Golden Rock Private Wealth will endeavour to update the website as needed.   However, information can change without notice and Golden Rock Private Wealth does not guarantee the accuracy of information on the website, including information provided by third parties, at any particular time. Every effort has been made to ensure that the information provided is accurate.  Individuals must not rely on this information to make a financial or investment decision.  Before making any decisions, we recommend you consult a financial planner or take into account your particular investment objectives, financials situation and individual needs. Golden Rock Private Wealth does not give any warranty as to the accuracy, reliability or completeness of information which is contained in this website.  Except insofar as any liability under statute cannot be excluded, Akambo Pty Ltd t/a Akambo Private Wealth, its employees and Authorised Representatives do not accept any liability for any error or omission on this website or for any resulting loss or damage suffered by the recipient or any other person.endeavour

 

General Advice Warning 

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. Investment Performance: Past performance is not a reliable guide to future returns as future returns may differ from and be more or less volatile than past returns.

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