Dione Angelos

Edenrock Private Wealth Pty Limited

Gold
21 Yrs Experience
Newtown, NSW 2042

Recent reviews

Edenrock Private Wealth Pty Limited

First Floor, 246 King St
Newtown, NSW 2042

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Lifespan Financial Planning

AFSL 229892

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Dione was one of four financial planners I approached after having been made redundant from work. She shone above the others because she was prepared to commit to a clear strategy during my initial free consultation with her. The proposed strategy made sense and was easy to understand. She sure knows her stuff and in the short time I have dealt with her, her service has been excellent."

  • Superannuation
  • Redundancy
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dione has been my trusted financial advisor for a number of years now, and I have always appreciated her professionalism and expertise in providing good advice and direction (with good clarity) suited to my needs. Our conversations, whether face to face or otherwise, are very interactive, and I have always appreciated her attentive and individualised approach to me as a client."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Dione's for quite some time now and when she left Westpac I was more than happy for her to continue to be my financial advisor. Her expertise is amazing and she really takes an interest in you."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dione has been my financial adviser for approximately 8 years and I wouldn't go to anyone else. Her depth of knowledge and experience of financial products, specifically in the superannuation field, has enabled me to feel comfortable financially in my retirement. She always explains new strategies clearly and concisely. She answers any of my questions and concerns honestly and directly. Between advice appointments, Dione makes herself available if I have financial concerns. Highly recommended!"

  • Superannuation
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dione has been my financial adviser for years and I couldn't hope for a better one. It's not only that she's obviously competent and responds clearly to all of my questions. In at least one instance when time was of the essence, she went out of her way to expedite matters. But she's also proactive, by which I mean she takes the initiative and brings to my attention possible modifications to my existing investments."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2004

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

Master of Commerce

Level
9 - Masters Degree
Institution
University of New South Wales (UNSW)
Completed
1998

Bachelor of Social Science

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1996

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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