SA WEALTH SOLUTIONS - Key Persons
Job Titles:
- Credit Representative
- Wealth Adviser and Finance Broker
Angelo Patsilivas is a credit representative (541105) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.
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.
Anton is a first-class negotiator whose market knowledge and expertise are second to none. Key to his success is his ability to build rapport and develop strong client relationships enabling him to continually set new benchmarks in the industry.
Together with a close-knit team, Anton focuses on achieving the very best result for each and every client which he achieves through his proactive approach and extensive network of qualified buyers. From attending open homes and conducting call backs to connecting with database buyers and buyer's agents, Anton is hands on from the outset ensuring that every campaign runs like a well-oiled and finely tuned machine.
Attuned to the market of today but always with an eye on the future, Anton works across the length and breadth of Adelaide from the east and inner city to the city fringe and beachside markets.
Bringing over 20 years' experience in high end corporate sales and partnership roles across a number of industries across Australia, Asia, USA and Latin America, Anton is highly skilled in the art of negotiation enabling his seamless transfer into the world of Real Estate in South Australia.
As a Licensed Real Estate Agent and Auctioneer who is a designated Luma Institute Certified Practitioner of Human-Centred Design, Anton understands the challenges that you will face in the Real Estate market.
With his extensive experience in high-performance roles in competitive environments, collaborating alongside some of the top-ranking marketing professionals in Australia, Anton is highly proficient in effectively and efficiently using the latest tech tools to expose your property to the widest possible range of qualified buyers while creating unforgettable customer experiences.
Job Titles:
- Wealth Adviser
- Wealth and Tax ( Financial ) Adviser
Bradley is a Wealth Adviser of SA Wealth and Finance Broker of SA Wealth Group joining in 2023. He holds a Bachelor of Commerce (Accounting/Finance), a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management, while being accredited to provide advice on Margin Lending Facilities and Direct Equities.
Job Titles:
- Client Service Associate
- Client Service Officer
Chris is a dedicated financial services professional with a strong background in client service, relationship management, and financial planning. He holds a Master of Finance (Financial Planning) from the University of South Australia and is passionate about helping clients achieve their financial goals with tailored strategies.
Chris has gained hands-on experience working with leading global banks in Retail Banking, building a solid foundation in client-focused financial solutions. During his time at university, he was actively involved in student leadership, serving on the student board, chairing the finance committee, and founding the Financial Planning Club. His commitment to financial literacy and community engagement was further demonstrated through various volunteer roles.
Damian joined the SA Wealth team in 2025 and is currently completing a Bachelor of Business Financial planning at University of South Australia. He plans to continue advancing his education to become a certified Financial Adviser in the near future.
In their current role, Damian provides valuable support to clients by conducting in-depth research and preparing essential documentation, ensuring a smooth and efficient process between clients and advisors.
With a strong background in customer service, he is focused on building lasting relationships with clients and collaborating effectively with team members to contribute to the success of the team.
Outside of work, Damian enjoys training at the gym, watching the footy and spending quality time with family and friends.
Kosta joined the SA Wealth Group team in 2018 offering accounting and advisory services. Kosta has extensive experience in servicing both individuals and businesses from various industries. He holds a broad knowledge base and skill set in all aspects of tax, compliance accounting, GST, tax planning, self managed superannuation funds (SMSF) and business advisory.
He is passionate about assisting his clients achieve their goals, maximise their value and providing solutions to any issues that may arise along the way.
Kosta has a personable and practical approach. He enjoys working alongside his clients to understand their needs and assist both individuals and businesses in their development.
Liam Joined SA Wealth Group in July 2023 and has been working as a paraplanner since 2010. He has worked for various types of wealth management organisations including industry funds, credit unions, banks and private practices and as such has gained valuable experience around different types of strategies and products throughout this time.
He enjoys working with the technical aspects of financial planning (strategies & compliance) and solving difficult problems in order to help clients achieve their goals and objectives.
Outside of work he enjoys sports specifically soccer & basketball, reading while enjoying a glass of wine and spending time with family and friends
Lucas joined the SA Wealth Group team in January 2024 and is currently on the verge of completing a Bachelor of Business Finance degree with Uni SA. He intends on following on with a diploma in Financial Planning to become a certified financial advisor in the near future.
Lucas' current role aims to provide our valued clients with in-depth support through extensive research and preparation of documents to create a smooth process between our clients and advisors.
Job Titles:
- Provisional Financial Adviser & Finance Broker
Luke has been involved in the Financial Planning industry for 5 years and joined the SA Wealth Group team in 2023. He has completed his Bachelor of Business (Financial Planning) through UniSA and is now a Certified Financial Planner.
Before transitioning into financial planning, Luke spent several years in the hospitality industry, where he developed a deep appreciation for client relationships and exceptional service. This background has shaped his approach to financial planning, as Luke believes the client experience is just as important as the advice itself and makes it a priority to ensure that his clients feel supported, informed, and confident throughout their Financial Planning journey.
Luke always focuses on educating his clients to assist them in making the best choices for their unique situations. Whether it's planning for retirement, wealth accumulation, residential loans or navigating complex financial matters, Luke's goal is to provide sound financial advice and create a transparent experience that helps his clients bridge the gap between setting their goals and achieving them, ensuring they reach their objectives.
Mario joined SA Wealth Group in February 2025 as an Office Administrator. With a Bachelor of Business (Legal Studies), he brings a strong understanding of legal frameworks, business operations, and administrative processes. His academic background, combined with his meticulous attention to detail, allows him to navigate complex tasks while ensuring accuracy and efficiency.
In his role, Mario plays a pivotal part in supporting the day-to-day operations of the practice.
He works closely with the team to streamline administrative processes, assist with client services, and ensure the office runs smoothly. His proactive approach and problem-solving mindset help deliver efficient, high-quality outcomes for both clients and colleagues. Mario takes pride in fostering a well-organised work environment and is committed to providing reliable support that enhances the overall client experience.
Mario is known for his strong work ethic, effective communication skills, and ability to manage multiple priorities with ease. He values collaboration and enjoys contributing to a positive team culture where everyone feels supported and empowered.
Outside of work, Mario leads an active lifestyle and enjoys playing soccer, following a variety of sports, and discovering new music. He also values quality time with friends and family, believing that a healthy work-life balance is key to personal and professional growth. Always eager to learn, Mario is passionate about expanding his skills and looks forward to growing within the financial services industry.
Marwan began with SA Wealth Group in September 2020 and has completed a degree in Bachelor of Commerce at the University of Adelaide. Marwan has previous experience working as a tax accountant for over 4 years and in the hospitality industry working in various hotels for 10 years.
He has worked in various roles in at SA Wealth Group as a Client Service Associate, Paraplanner and Loan Administrator.
He has interests in traveling, soccer, hiking and being amongst family and friends.
Job Titles:
- Property - General Manager
- Registered Land Agent
Maurice is a registered Land Agent (RLA: 268522) and covers all aspects of Residential Property Management having been in the industry for over 10 years.
Prior to his industry change in 2011, Maurice worked in private banking and branch management (over 32 years) which has given him a multidisciplinary perspective of the property industry, receiving numerous banking awards for service excellence. Maurice is passionate about the property industry and thrives on meeting landlord needs, within the Residential Tenancies Act.
His drive is met by quality and consistency of work, which is conveyed through positive results in managing various types of properties.
Maurice is a proud supporter of the Leukaemia Foundation, Breast Cancer Australia.
He has also held senior coaching roles in youth and adults areas of soccer and volleyball in the past.
Michael joined SA Wealth Group in June 2022 as a Client Services Associate. He completed his degree of a Bachelor of Law and Society at Flinders University but decided to take a route into the Finance field. Michael's primary role at SA Wealth involves assisting advisers with fact finding and research to deliver the best possible outcomes for our clients.
Throughout the short time spent in the finance and financial planning industry Michael has found a great deal of passion in this industry, as he appreciates seeing people live a life free of financial burden. As a result, he decided to take the path down to progress a career in the industry.
Outside of work Michael enjoys kickboxing, listening to live music and spending time with loved ones.
Mish has been with SA Wealth Group for three years and is now an Associate Adviser, approaching the completion of his Bachelor of Business (Financial Planning). With a strong foundation in banking, marketing, and financial services, he is set to transition into a Wealth & Tax (Financial) Adviser and Finance Broker role in the upcoming 12 months.
Throughout his career, Mish has developed a passion for helping clients navigate their finances and achieve their goals. His commitment to delivering exceptional service and his strong work ethic make him a valuable asset to the SA Wealth Group team.
Outside of work, Mish enjoys playing tennis and soccer, while also travelling and spending time with family and friends.
Nick recently joined the industry and began full-time work at SA Wealth Group in March 2023. He is currently studying Bachelor of Commerce (Accounting and Cooperate Finance) and is fast approaching the completion of his degree. Nick's primary role involves assisting advisers as well as other associates in delivering the best possible service to clients of SA Wealth Group.
Prior to employment with SA Wealth, Nick has been working in a similar role for 15 months. Nick has developed a passion for helping people and has a great desire to forge a career within the finance and financial planning industry. He is a highly motivated individual who displays a strong work ethic both within and outside of the working environment.
His hobbies include travelling, playing soccer and spending time with family, friends and his partner.
Job Titles:
- Credit Representative
- Wealth Adviser
Nik Radoicic is a credit representative (491994) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.
Nik is a Wealth Adviser of SA Wealth Group whom has joined the industry in 2016 upon his completion of his double degree in Commerce and Applied Finance at the University of South Australia. He specialises in unique wealth management solutions for Young Professionals and aspiring Business Owners which accommodates for the young wealth accumulators. He provides advice on wealth accumulation, income and asset protection, tax minimisation strategies, superannuation and debt management in addition to retirement and redundancy planning.
Noa joined SA Wealth Group in August 2024 after completing a double degree in Economics and Finance from the University of Adelaide. Initially drawn to economics, Noa discovered a strong passion for finance during their university studies.
In his current role at SA Wealth Group, Noa is focused on leveraging their knowledge and enthusiasm for finance to support clients and contribute to the team's success. He is committed to continuously learning and aspires to further develop his expertise in financial advising and planning.
Outside of work, Noa enjoys staying active by playing soccer and basketball, going to the gym, and spending time with friends and family.
Job Titles:
- Real Estate Agent
- Sales Agent
Pan is a licensed sales agent and auctioneer of SA Wealth Group joining in early 2022.
With a background in hospitality, Pan is a real estate agent who knows the market like the back of his hand. He thrives on the fast-paced and dynamic nature of the industry and loves meeting and working with people across all walks of life. Pan's dedication to keeping ahead sees him regularly attend industry events and seminars while his friendly nature and upbeat attitude make him a pleasure to deal with. His negotiation expertise and flair for liaising with buyers form the cornerstones of his ability to secure a top result for his clients.
Job Titles:
- Authorised Representative
- Director
- Director and Principal Advisor
- Director, Wealth and Tax ( Financial ) Adviser and Finance Broker
- Principal Adviser
Paul Katranis is an authorised representative (000336076) of SA Wealth Solutions Pty Ltd AFSL 525627, ABN 72 634 162 422), and is also a credit representative (370327) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.
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 Katranis has over 20 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.
Job Titles:
- Senior Accountant
- Chartered Accountant and Tax Agent
Sara May is a Chartered Accountant and Tax Agent with over 20 years of experience in all facets of accounting and business. Taking a holistic approach to client service, Sara is dedicated to providing tailored, strategic advice that helps clients achieve their financial and business goals while navigating the complexities of tax laws and business operations. Sara combines professional expertise with a personal touch and a genuine understanding of the unique needs of each client.
A proud country girl at heart Sara brings a strong work ethic, practical problem-solving skills, and a deep understanding of the challenges faced by businesses in both regional and metropolitan areas. Passionate about fostering long-term relationships and offering sound practical advice that helps businesses thrive, Sara combines technical expertise with a client-focused approach to deliver exceptional results.
In her downtime Sara loves to spend time with her family, out exploring with her daughters Alice and Olive; enjoying music, good food and swimming. Kept active gardening and riding.
Job Titles:
- Senior Client Service Manager
Stratos joined SA Wealth Group in March 2022, working full-time as a Client Services Officer and has an passion of all aspects of finance. He is currently studying a Bachelor of Commerce (Accounting) & Bachelor of Business (Financial Planning). Stratos's current role is assisting advisers as well as other associates to deliver the best services to the clients of SA Wealth Group. Hist future aspirations is to be a Financial Advisor and Finance Broker with SA Wealth Group.
Stratos's experience in the industry has developed his passion in helping others, and is proving to use these skills in the industry.
In his spare time he enjoys spending time with friends and family, travelling, watching sports and playing soccer.
Tee Jin joined the SA Wealth team in January 2025 as a paraplanner, having completed a degree in Master of Finance (Financial Planning) from the University of South Australia. He brings over seven years of experience as a licensed adviser and Certified Financial Planner (CFP) back in Singapore, where he provided holistic financial planning and investment advice to a diverse range of clients.
His extensive background includes working with complex financial strategies, compliance, investment management, and client-servicing which equips him with a strong technical foundation and a client-centric approach to advice. Tee Jin is passionate about delivering high-quality financial advice and enjoys working with the technical aspects of financial planning, including cashflow modelling and strategy development.
Outside of work, Tee Jin enjoys playing the drums, PC gaming, and casual drives to scenic sites around Adelaide to unwind and explore the beautiful South Australia landscape.
Trisha joined the SA Wealth team in June 2024 as a paraplanner. Trisha has completed a degree in Bachelor of Commerce (Accounting) and Bachelor of Business (Financial Planning) from the University of South Australia.
Prior to joining the SA Wealth Team, Trisha has been working in a customer service role developing strong listening, communication and problem-solving skills. Trisha has developed a passion for helping people and has a future aspiration to become a Financial Advisor who helps people achieve financial freedom.
Trisha's primary role include assisting advisers as well as other paraplanners involving technical aspects of financial planning in order to deliver the best possible outcomes for our clients.
In her spare time, she enjoys listening to music, keeping fit and spending time with friends and family.
Job Titles:
- Credit Representative
- Wealth Adviser and Finance Broker
Umberto Catalano is a credit representative (529714) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.
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. at the University of South Australia.
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 comfortable 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.
Job Titles:
- Credit Representative
- Wealth Adviser and Finance Broker
Yanni Zabanias is a credit representative (528027) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.
Yanni is a Wealth Adviser and Finance Broker of SA Wealth Group joining in early 2018 as an undergraduate from the University of South Australia. He has successfully attained the new stringent requirements in the financial advisory world in addition to the residential and commercial lending space.
Yash joined the SA Wealth team in November 2023 as a credit analyst. Yash has a degree in Bachelor of Science, along with being a CFA Charter holder with the CFA Institute (US). He has extensive experience in wealth and portfolio management with Citibank across geographies and strives to find the best possibly outcome for the clients.
Outside of works he loves reading about financial markets, jogging, and spending time with his wife and two kids.
Zac joined SA Wealth Group in July of 2024 and is currently completing his Bachelor in Business (Financial Planning). He intends of graduating with his Bachelors to become a certified Financial Planner.
Zac's current role aims to provide our valued clients with in-depth support through extensive research and preparation of documents to create a smooth process between our clients and advisors.
With an extensive background in customer service, Zac aims to build on these skills through creating lasting relationships with clients and aims to build on his passion of financial planning and helping others.
In his spare time outside of work, Zac enjoys going to the gym, soccer, and spending time with family and friends.