About Me

Raf Joseph Hallak is the founder and Director of Lloyds Private Wealth, renowned for his strategic and personalized approach to private wealth management in Australia. With over 20 years of industry experience, including leadership roles at prominent financial institutions such as Macquarie Group and BT Financial Group, Raf delivers tailored financial solutions encompassing integrated asset allocation, intergenerational wealth transfer and succession planning, sophisticated tax strategies, superannuation, and proactive portfolio management. He is also an expert advisor to family offices, corporates, self-managed superannuation funds (SMSFs), discretionary trusts, and unit trusts. Raf is dedicated to guiding individuals and families toward enduring financial success and security through clarity, insight, and meticulous attention to detail