Angelo Patsilivas

SA Wealth Group

Bronze
3 Yrs Experience
Adelaide, SA 5000

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.

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 35
  • Years of experience 3
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

SA Wealth Group

145 South Tce
Adelaide, SA 5000

Licensed by

Sa Wealth Group

AFSL 525627