Transforming Financial Planning with Integrity and Transparency
WHO WE ARE
About Us
At Olive Tree Wealth, we’re committed to transforming the financial planning experience. Our approach is built on transparency, integrity, and putting your interests first. Backed by years of expertise, we’re passionate about helping individuals achieve their financial aspirations through tailored, practical advice.
Meet Our Team
John Gould
Proprietor & Financial Adviser
Achieve your dreams, grow your wealth and feel confident doing so along the way.
Financial advice is about you, not products or transactions. Since entering the profession in 2011, I've had the privilege of helping individuals like yourself and potentially even your family, to navigate life's opportunities and challenges, providing advice that gives you confidence and clarity about your future. I aim to be a trusted adviser who walks alongside you every step of the way.
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My Background.
I started within the financial advice profession in 2011, having completed both a Bachelor & Master of Commerce in related fields. Initially my roles included preparing tailored financial plans for clients of other advisers, as well as implementing those strategies on the client’s behalf. In 2014, I began advising clients directly – having taken over the advice responsibilities as my previous employer stepped out of advice. In 2021 I was appointed the Senior Financial Adviser and manager of a satellite financial advice office – subsequently taking on the role of Responsible Manager for the Financial Services Licence of that business. Being a Financial Adviser and having been a Responsible Manager, I have developed a comprehensive skillset to provide tailored, ethical, high-quality advice that my clients truly value.
Qualifications:
Bachelor of Commerce (Financial Planning & Finance)
Master of Commerce (Accounting & Insurance)
SMSF Advice Accreditation
Aged Care Specialist Accreditation
Financial Advice Association of Australia (FAAA) Member
Why I do what I do.
I relish the opportunity to build strong relationships with you as my client and delve into how to best meet your advice needs. I care about getting the right outcomes for my clients – which means helping you to achieve what you set out to achieve. My role is 70% financial coach, 20% counsellor and 10% chaplain. I am with you through life’s purple patches, but also its storms.
My Approach.
I endeavour to work closely with you as my client to develop a plan that balances your financial objectives with your lifestyle priorities. This approach assists clients in understanding and taking ownership over their financial achievements.
It is important to me that I operate in a manner that is transparent and ethical. My view is that the most valuable advice is not just a transaction. I am available as your adviser to provide ongoing support and guidance as questions arise and your circumstances change.
Me outside work.
I am (maybe surprisingly) fairly introverted – which means a good time for me looks like staying at home and watching movies with my family. My amazing wife, Jenna, and our three children keep me on my toes, and I wouldn’t have it any other way. While I love the AFL, it’s been a tough two decades for this tired Essendon fanatic. I also like long walks following a small white ball around the hills and the trees – which most people call golf.
My family and I are active members of a local Christian church in Pakenham, where Jenna leads the 2 to 4-year-old playgroup and I serve as Treasurer.
DJ Van Dyk
Proprietor & Financial Adviser
Fulfil what matters most to you. Cultivate a plan and enjoy the fruit of what comes.
Financial advice is about a lot more than money. It's about helping you make confident decisions, reducing stress, and most importantly creating a future you’re excited about. That's what I love most about being a financial adviser. I've had the opportunity to work with people from all walks of life, helping them navigate important financial decisions and move closer to the goals that matter most to them.
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My Background.
My career in financial advice began in 2014 in South Africa. In July 2017, I relocated to Melbourne with my family. Upon arriving in Australia, I began working closely with practicing advisers, researching and writing their client-facing advice documents. This built upon my financial expertise in the local financial landscape.
After two years in this role, and after completing additional studies in Australia, I transitioned from paraplanning to become a Financial Adviser.
Over the years I have developed a comprehensive skillset and a holistic approach to financial advice, enabling me to deliver tailored, high-quality advice to a diverse range of clients.
Qualifications
Bachelor of Commerce (Finance & Economics)
Graduate Diploma of Financial Planning
SMSF Regulations & Taxation Accreditation
Financial Advice Association of Australia (FAAA) Member
Why I do what I do.
I genuinely love giving people the skillset to feel confident about their finances and help them to make informed decisions - approaching their financial future with optimism. It is incredibly rewarding seeing my clients’ kicking goals while continuing to enjoy the lifestyle they value today.
My Approach.
I endeavour to work closely with you as my client to develop a plan that balances your financial objectives with your lifestyle priorities. This approach assists clients in understanding and taking ownership over their financial achievements.
It is important to me that I operate in a manner that is transparent and ethical. My view is that the most valuable advice is not just a transaction. I am available as your adviser to provide ongoing support and guidance as questions arise and your circumstances change.
Me outside work.
Outside of work, I’m a passionate cricket fan. While I was born in South Africa, I’ve always admired the Australian cricket team. Since moving here, I’ve embraced the local culture, and without forgetting my roots, I proudly support Australia. I firmly believe that Test cricket is the pinnacle of sports!
Beyond cricket, I’m actively involved in our local church and deeply committed to my faith as a follower of Jesus Christ.
Outside of work, I'm a proud husband and father. I'm currently trying to introduce my son to the joys of cricket, although his preference for soccer suggests I still have some work to do. I’m also incredibly blessed to be married to my amazing wife, who works for our church, helping with the needs of church community.
Stephanie Geraldez
Client Services & Administration Manager
Supporting great advice that empowers you to live the life you love.
Financial advice is not only achieved in the meeting room, but by also making sure everything behind the scenes runs smoothly. That's where I come in. Since 2021, I've been supporting our advisers and importantly, you, by helping implement strategies, coordinating important paperwork, and keeping things moving so you can focus on achieving your goals. And while I may not be the one giving the advice, I love helping make sure everything behind the scenes comes together seamlessly for you.
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My Background
I began my career as a Financial Adviser Assistant in 2021 and have since built a strong foundation supporting our advisers and clients alike. My role includes preparing client documentation, liaising with superannuation funds to track contributions, and ensuring the smooth implementation of each client’s Statement of Advice. I also regularly attend professional training and webinars to stay up to date and continuously sharpen my skills.
Why I Do What I Do
I’m passionate about helping keep our clients’ finances organised, on track, and working effectively for their goals. Knowing that our work helps clients move closer to ticking off their goals, while enjoying life along the way, is incredibly rewarding. I’m happy to play my part, alongside our brilliant advisers, in delivering clarity and peace of mind.
My Approach
I work closely with our advisers, John and DJ, to ensure strategies are implemented accurately and efficiently. Clear communication, attention to detail, and teamwork are at the heart of how I support our clients’ journeys.
Life Outside Work
Outside the office, I’m a mum to one wonderful daughter, and my husband is a public school teacher. Weekends are family time, and they’re my biggest motivation to give my best each day, both personally and professionally.
