NEW:
Faybl is introducing it’s Autonomous General Agent
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Faybl’s goal is to close the advice gap in wealth management, delivering a transformative Client and Advisor experience through AI

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Working with over 60 advisory groups across US, Australia and the UK, Faybl is widely recognized as the first end to end agentic AI solution to support wealth managers across the entire advice process

Financial industry recognition
The Advice Gap is Growing
Millions of people are working towards a retirement they are less likely to enjoy. They are more worried about running short and many have regrets about not seeking professional financial advice.
But the advice profession has halved in size in the past six years. Near-retirees, out number financial advisors 50 to 1. Relying on instincts and influencers instead of qualified financial advice means millions of people live with the uncertainty of a challenging, less secure future.
In fact, among those approaching retirement without consulting a financial expert less than half feel confident they will reach their retirement goals — and won’t be able to retire at a time of their choosing.
Faybl’s mission is to close the advice gap with AI—for the benefit of both clients and advisors.
Having built the largest online financial brokerage outside the U.S., I’m still struck by how inadequate financial advice remains for everyday investors—especially those who need it most and yet pay the highest fees. Agentic AI offers a breakthrough opportunity to change that. I founded Faybl to reimagine wealth management: making it smarter, more accessible, and better aligned for both advisors and their clients.
Steven Goh
Founder Faybl
Our vision

FAYBL empowers professionals by automating tasks, optimizing workflows, and enhancing client interactions. We strive to simplify complexity with AI-driven solutions, enabling businesses to focus on what truly matters.

Meet Our Team

Passionate Professionals Committed to Excellence

Members

Steven has founded several innovative companies, including Australia’s first online financial services firm, Sanford (1996), and the mobile social network migme (2003). He also established Achiko AG and Faybl.

Steven has worked in accounting and investment banking, participating in capital transactions over USD$1 billion and raising over USD$100 million for his ventures.

Steven Goh
Co-founder & CEO

Tony invented the Isolation Forest algorithm, known as Random Cut Forest in AWS. He advised the Australian Government on data analytics for the Indonesian Tax Office and trained over 100 staff.

As Data Analytics Director at Sinar Mas Conglomerate, he secured a Credit Rating License and implemented AI models generating over $10 million annually.

Dr Tony Liu
Director

Since 2020, Lawrence has focused on generative AI in NLP, launching SkyDeck.ai in 2023 to enhance productivity with collaborative LLM workspaces.

As CEO, he built offshore software firms and worked with clients like Morgan Stanley and Bank of America, while his company partnered with Twitter and Samsung, receiving recommendations from Union Square Venture Capital.

Lawrence Sinclair
Director

Leonard is an experienced Project Manager specializing in operational capabilities for wealth management and financial advisory businesses.

His expertise includes managing compliance controls, finance reporting, investment research, and IT system development, along with implementing technology solutions in the financial advice sector.

Leonard Choo
Commercial Director
Advisors

Irene is a senior finance leader and co-founder with over 25 years of experience guiding clients and businesses in achieving clarity and financial success.

With a track record across Australia’s top advisory firms, and as co-founder in transformative FinTech and AI SaaS, Irene delivers end-to-end solutions that consistently surpass expectations, helping clients grow, protect, and manage their wealth.

Irene Chau
Advisory Board

Mei Lin is a builder and marketing leader at the forefront of scaling startups and teams across the US, Europe, Asia, and Australia. She’s demonstrated an outstanding ability to launch new products, build engaged communities, and drive partnerships with lasting impact.

Her proven expertise covers go-to-market strategy, customer engagement, and brand building across mobile, gaming, fintech, healthtech, and AI.

Mei Lin Wnuk
Advisory Board

George is the Founder/CEO/MD and leader of FinTech start-ups that operate across multiple global locations. He's been an outstanding builder of teams and cultures while executing and solving problems to create business solutions.

He has consistently demonstrated capability of achieving what others believe is not possible in business, team productivity, technology, and marketing.

George Lucas
Advisory Board

Doug is an investor, advisor, the former CMO of Salesforce and Skype, and specializes in AI-driven marketing transformation, growth-stage acceleration, and U.S. market expansion.

With deep expertise in B2B marketing, go-to-market strategy and AI, he helps companies navigate the evolving landscape of brand building, demand generation, and AI-powered automation.

Doug Bewsher
Advisory Board

Anthony has over 20 years of experience in strategy development, digital transformation, M&A, new business creation, marketing, and innovation. Prior to IBM, he held leadership roles at McKinsey & Co. and PwC.

He has led research efforts, developed intellectual capital, delivered keynotes, and been published in industry journals while addressing challenges in the financial services sector.

Anthony Lipp
Advisory Board

Mark has extensive experience in finance, with a career spanning leadership roles across strategy, operations, and client advisory. He’s known for designing and executing growth strategies, transforming organizational models, and scaling teams in complex environments.

He brings a strong mix of commercial acumen and stakeholder management, having worked with boards, executive leadership, and external partners.

Mark Johnson
Advisory Board

Warrick is the co-founder and long-time leader of Cannings Purple (now Purple). He has built one of Australasia’s foremost communications and stakeholder advisory firms. He has advised on over 115 mergers and acquisitions with a combined transaction value of approximately US$130 billion.

Warrick is a trusted board-level advisor in crisis and reputation management, corporate strategy, and governance.

Warrick Hazeldine
Advisory Board

Steve is a CEO, GM, and Sales Director with over 20 years of senior leadership experience in financial services, e-commerce, and technology across Australia.

Steve excels in designing and executing sales initiatives, corporate governance, and driving innovation. His track record spans building high-performing teams, achieving sales targets, and establishing strategic relationships.

Steve James
Advisory Board

Clifford is a Managing Director and executive leader with over two decades of experience at the intersection of financial services, capital markets, and technology.

Currently heading SecuritEase International Australia, he drives transformational outcomes by aligning advanced software and systems with mission-critical business needs for banks, brokerages, and wealth managers.

Cliff Richards
Advisory Board

Sean brings a wealth of experience from senior leadership roles at some of Australia’s most respected financial institutions, including the Commonwealth Bank of Australia, IOOF/Insignia, and Shaw and Partners.

Sean’s extensive background in financial services gives him a deep understanding of both adviser and client needs, and he is passionate about using technology and innovation to simplify and strengthen the advice process.

Sean Dessaix
Advisory Board

Come join the team

We are always looking for the top talent in AI, financial planning and advice. If you are interested to join the team, reach out!
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USA
505 Montgomery Street,
10th & 11th floors
San Francisco, CA 94111
Australia
Level 29, 

Chifley Tower, 

2 Chifley Square, Sydney 2000
Case studies
Client success stories
Waterfall Way Associates
Coffs Harbour
We anticipate that our continued investment in Faybl will be truly transformative for our operations, driving significant improvements in efficiency, scalability, and innovation. This partnership will strengthen our ability to deliver exceptional value, responsiveness, and tailored solutions to our clients, ensuring we not only meet but consistently exceed their expectations.
Andrew Rowan Wealth Management
Ballarat
With the integration of automation tools—ranging from dynamic agenda creation to rapid client reporting and seamless data entry—we’ve achieved a 95% reduction in administrative workload. This leap in efficiency has redefined how our teams operate, freeing them to focus on innovation, problem-solving, and delivering exceptional client outcomes.
Financial Advisory firm
West Perth
Seamless integration with XPlan has dramatically streamlined workflows by eliminating repetitive manual tasks. This automation has saved the team several hours of preparation time each week, resulting in efficiency gains of over 90% and enabling staff to focus more on client engagement and strategic planning rather than administrative work.
Take the next step in creating more time for what truly matters.
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