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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 20
  • Years of experience 2
  • Highest qualification
    • Bachelor of Business (Finance)
  • Language spoken
    • English

SA Wealth Group

226 Pulteney St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Sa Wealth Solutions Pty Ltd

AFSL 525627