Paul Katranis

SA Wealth Group

Platinum
16 Yrs Experience
Adelaide, SA 5000
B.Com, B.App Fin, F.ChFP, Dip.FinPlan & Dip.Fin&MB | Director, Wealth and Tax (Financial) Adviser, & Finance Broker, SA Wealth Management | Director & Responsible Manager, SA Wealth Solutions Pty Ltd | Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice. He specialises in unique wealth management solutions for Professionals, Business Owners and Pre Retirees, and provides advice in all areas of wealth management, including: wealth accumulation, income and asset protection, tax minimisation strategies, superannuation, retirement and redundancy planning, estate planning, government benefits and Centrelink, as well as debt reduction strategies. Paul has over 15 years experience within the financial services industry and helps clients to achieve their financial objectives and lifestyle goals ranging from paying off debts faster and more efficiently, investing to create wealth and improve lifestyle experience, providing an education fund for children and ultimately financial independence through planning for retirement. He guides clients through the ever changing legislation with regards to superannuation and taxation and how they affect his clients personal circumstances and lifestyle goals. He enjoys seeing clients gain confidence to make informed decisions so they can get on with enjoying the things that matter most to them. In particular, Paul has a special interest in guiding people along the road to long term lifestyle and financial success.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

The fee structure is based on the time, value and complexity of your personal circumstances relating to your specific advice and service needs.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 68
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Languages spoken
    • English
    • Greek

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

4.95
68 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 68

Sort by

5.00

"Paul is fantastic at what he does; he has helped us achieve our investment goals, guides us expertly with our insurance & superannuation growth, always makes himself available & always professional. A true expert in his field!"

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

"Paul has been fantastic to work with, through Paul’s knowledge and experience I feel very confident to recommend him to colleagues and friends. Paul’s full care and attention has helped me understand the advise and assistance given In a clear way."

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

"Paul has given me advice in areas including insurance, borrowing and superannuation. Paul was usually able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Paul’s full care and attention when I needed it."

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

"Paul and the team at SA Wealth Group were brilliant. Paul understood our short, mid and long term financial goals and was able to clearly advise us on the best way forward. The extended team are always prompt in communicating updates and answering questions, and their attention to detail made the process easy and seamless. We look forward to Paul advising us through our wealth journey well into the future."

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

"Paul provided amazing service to my husband and I. He listened to all our needs and took the time to clearly explain everything. We are very happy with the results and look forward to an ongoing relationship with SA Wealth Group."

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

"I can not recommend Paul highly enough. His assistance has been absolutely invaluable and putting us in good stead for our future plans. My husband also felt very comfortable with how Paul conducted himself and the explanations/recommendations that were made."

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

"Paul was an absolute pleasure and helped us work through our loan products, Super funds, insurance requirements and saved us money along the way. Paul's attention to detail is second to none and I believe Paul provided my wife and I the advice we were looking for. Looking forward to working together with Paul to grow my wealth."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Paul was recommended to us for advice on a review of our financial situation. Initially it was to investigate and benchmark our superannuation and life insurance but also included planning for retirement. During the first interview, Paul clearly finds out what are your goals and timelines, then tailors' a financial strategy to meet your targets. Paul was very helpful in explaining any areas that we did not fully understand."

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

"Paul and his team has given me advice in areas including insurance, self managed super funds and protection. Paul was always able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Paul and Angelo's full care and attention when I needed it."

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

"Paul has provided my husband and myself with a lot of direction and help with our finances , home Loan and our business. He has provided the best options for us after thoroughly looking through them and helped us get into the right direction to achieve our goals as a family. His communication and attention to detail and relationship with his clients as well as all his staff is Second to none. We know that any questions we may need answered they are able to provide us with them."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 68

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2006

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2016

Bachelor of Applied Finance

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2006

Diploma of Finance (Mortgage Broking)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2018

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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