Angelo Patsilivas

SA Wealth Group

Bronze

2 Yrs Experience

Adelaide, SA 5000

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Angelo is a wealth adviser and finance broker of SA Wealth Group, joining in 2020 as an undergraduate from the University of South Australia obtaining a Bachelor of Business (Financial Planning). Prior to moving into the role, Angelo worked as a Client Services Associate working closely with the other adviser/brokers in servicing their clients as well as implementing any advice provided.

He specialises in personalized wealth management solutions for young professionals, business owners, pre-retirees and retirees as well as providing lending solutions in both the commercial and residential space. Whether the client is a couple or single looking to accumulate wealth for their future family or a pre-retiree/retiree looking for an enjoyable and financially comfortable retirement Angelo can provide a range of options and tailored advice to assist in meeting the client’s goals. Included within the areas which Angelo specialises in are superannuation advice, personal insurance, tax/redundancy planning and Centrelink/government benefits as well as debt management and lending solutions.

Outside of work Angelo enjoys reading, keeping fit and spending time with family/friends whilst having an active role in his community.

5.00 October 2023

Angelo has assisted us with various aspects of our current financial position and future wealth goals. He provided sound advice to maximise our super returns, helped us to invest in shares, and went above and beyond to organise our new home loan. In particular, we have been impressed with Angelo’s ability to explain complex terms in a clear and easy to digest way.

He is very flexible, often meeting with us after business hours and even on the weekend to finalise our loan within tight timelines. We would highly recommend Angelo to anyone who is after honest and practical advice!

5.00 October 2023

Working with Angelo has been such a seamless process and I’ve felt empowered with managing my finances. Never did I think I would be excited to discuss financials. Would highly recommend Angelo's services to all family and friends.

5.00 September 2023

I recently completed my annual review with Angelo. Angelo explained complex concepts in very simple terms to ensure my partner and I understood our current financial position. Angelo identified gaps with our current insurances which he was able to fix for us. We are now confrontable that we have appropriate cover in place to protect each other, our young daughter and home. Additionally, Angelo identified opportunities within our superannuation to ensure we are invested appropriately for our objectives and were on track to reach our goals. I highly recommend Angelo for any advice needs you may have.

5.00 September 2023

Angelo was the ultimate professional, being very fresh to the investment industry Angelo was able to clearly and concisely explain things in a manner that i could understand. On top of this, his communication was completely transparent. I always knew where things stood and was kept updated throughout the entire process. There was also a strong sense of priority for the client delivering a tailored experience for me personally. Couldn't recommend Angelo more!

5.00 August 2023

Angelo, provided sound advice in a concise manner which was easy to understand.

Adviser status Bronze
Rating 4.95
Number of reviews 21
Years of experience 2
Highest qualification
- Bachelor of Business (Financial Planning)
Language spoken
- English

SA Wealth Group

145 South Tce
Adelaide, SA 5000

Sa Wealth Solutions Pty Ltd

AFSL 525627

Angelo Patsilivas

SA Wealth Group

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SA Wealth Group

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Sa Wealth Solutions Pty Ltd