Garden Financial Services

1/5 Oval Avenue, Caloundra, QLD, 4551

phone 07 5437 2744

Garden Financial Services strives to create great outcomes in clients financial lives, based on commitment to honesty, integrity, transparency and teamwork.

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Our team

Kaylee Williams
Financial Adviser

Kaylee is a Financial Planner and Director of Garden Financial Services. Prior to establishing Garden Financial Services, she worked for PIMCO in Sydney as a Vice President and Head of Consultant Relations, Australia & New Zealand for seven years. Prior to this, she worked in London for The Chase Manhattan Bank in their e-commerce division and for Fisher Francis Trees & Watts in Clients Services. In Australia, she worked at the Centre for Australian Financial Institutions, conducting research on financial institutions. She holds an honours' degree in Commerce, majoring in Banking and Finance from the University of Southern Queensland, a graduate diploma in applied finance and investment from FINSIA and a Diploma in Financial Services (Financial Planning) from Kaplan.

Gavin Williams
Financial Adviser

Gavin is an experienced Mortgage Broker and Financial Adviser, specialising in Aged Care. Previously Gavin spent six years in the Royal Australian Navy and running his family farm in Crookwell, New South Wales.

Alex Steer
Financial Adviser

Alex loves his local area because it o?ers everything his family could ever want. Alex considers himself fortunate to have lived in many di?erent areas of the world, but admits as soon as he visited Brisbane with his family, they fell in love with the area and decided to lay roots here.

Most weekends you can ?nd Alex playing soccer with his local Football Club or spending time with his family, whether travelling or out and about in Brisbane. Outside of work, Alex is a bit of a sports enthusiast and an avid fan of the English Premier League.

Alex has a wealth of experience in the Financial Services industry. Having started his career at JP Morgan & Chase as a Personal Banker, he then held various positions at BNP Paribas, AMP, Fortnum Private Wealth and Yellow Brick Road and has now brought his experience to Infocus.

By joining Infocus, Alex saw the opportunity to o?er quality, holistic ?nancial advice to his clients. Alex and his team at Garden Financial Services, Caloundra strongly believe in o?ering client-centric advice. His goal is to help clients realize their life goals and develop a road map to help them reach their objectives.