Angelos began his career with Westpac in 2001. Working as an executive financial planner, Angelos quickly cemented himself as a key member of their executive planner team. His success was recognised within the broader Westpac group, receiving several awards.
Angelos has been recognised in the Australian Financial Review Masterclass as a leading financial planner. This prestigious award recognised technical expertise in financial planning.
Having completed a Bachelor of Business, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance, and Diploma of Finance and Mortgage Broking Management. Angelos is an accredited age care specialist, and has completed further study in self managed superannuation funds (SMSF) and derivatives.
Angelos is highly qualified and experienced in helping clients build and protect their wealth.
Angelos is passionate about helping clients define their visions and achieve their goals. His personal approach, and mindset to take the least amount of risk possible to achieve goals, is one that resonates with clients.
Angelos is also a member of the BUPA Aged Care Financial Advice Panel.