Umberto Catalano

SA Wealth Group

Bronze
2 Yrs Experience
Adelaide, SA 5000
Umberto is a wealth adviser and finance broker of SA Wealth joining in 2018 as an undergraduate from the University of South Australia obtaining a Bachelor of Business Finance Degree.  He specialises in wealth management solutions for young professionals, business owners as well as pre-retirement, retirement and intergenerational wealth planning in the commercial and residential space. This includes young couples or singles looking to set themselves up for the long term, people unsure if they are on track to retire comfortably or couples that are looking to retire Umberto is able to assist and cater for their needs. Included within this is superannuation advice, personal insurance, tax and redundancy planning, Centrelink and government benefits as well as debt management and lending solutions. He has had a wide range of workplaces such as hospitality and assisting both in hard labour and running of his family’s fruit property in the Riverland from a young age. This has led him to develop an excellent work ethic and business knowledge as well as deliver exceptional customer service. His interests are soccer, AFL, motorsports, traveling and being amongst family and friends.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 15
  • Years of experience 2
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

SA Wealth Group

226 Pulteney St
Adelaide, SA 5000

Licensed by

Sa Wealth Solutions Pty Ltd

AFSL 525627

4.95
15 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 15

Sort by

5.00

"“Umberto has given me advice in the area of investing in shares and the market. Umberto was always able to explain things clearly. I felt very confident that the advice given was right for my needs and I feel very assured through Umberto’s knowledge and experience that I’m in the right hands. I always received Umberto’s full care and attention when I needed it.”"

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

"Umberto is very knowledgeable and explains himself well so that it is easy for me to understand. He is encouraging and supportive and always answers emails and phone calls without delay."

  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Umberto was able to help give me great advice, and provide a professional service in helping with sorting out all my financial needs.. couldnt recommend Umberto enough to all my family amd friends"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was recommended by a family member to get in touch with SA Wealth Group for some expert advice as I am in the market to purchase my first property. I was contacted by Umberto conversed about what my financial goals and aspirations were. His knowledge of the market and financial advice is second to none and was able to break it down to me in a way that was easily understood. I cannot recommend Umberto and the SA Wealth group team enough!! Thanks again team"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Umberto has helped to move a loan from a financial institution that we had trouble moving ourselves as well as offering advice on our self managed super fund and investing for the furture of our family. My wife and I found Umberto very approachable and easy to talk to, we have already recommended Umberto and SA wealth to our family and friends."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Umberto has a wealth of knowledge and has great communications skills where he is able to deliver advice in a clear and concise way where he takes the time to ensure that his customers have a clear understanding of the advice that is being provided. I feel that I am in safe hands with SA Wealth and their approach to customer service is second to none. I was recommended to SA Wealth by a relative and I will also be recommending them to family and friends."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Umberto helped us with advice on our Super investment structure, and our plan to invest our savings to grow it at a reasonable risk level. We found him to be very thorough, excellent at explaining all the steps involved, and his findings in depth, as well as professional, engaging and friendly."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Umberto has helped me make the impossible, possible. The last 12months, Bert has advised and helped me with borrowing, superannuation needs and a trauma claim. At a time my world turned upside down, Umberto took the stress out of my finances, he was attentive to my calls and touch based with regular updates through different processes. I feel Umberto always had my best interest at heart and I highly recommend his services."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Bert is definitely switched on and very easy to talk to. Every question was answered and followed up on promptly. I can't comment on the performance of my super etc but I am sure my expectations will definitely be met!"

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Was a pleasure to have Bert look after us"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 15

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Business (Finance)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2019

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Umberto's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Umberto able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Umberto's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Umberto to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Umberto?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Umberto provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Umberto may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Umberto Catalano
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens