SA Wealth Group are a Boutique Private Advice and Finance Broking firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-Retirees/Retirees and their families. Our advisers and brokers work with a range of clients, from individuals starting out their careers and families seeking to build and protect wealth for today and in the future, to business owners and companies.
By gaining a deep understanding of their needs and priorities we help solve complex and important financial issues they face in life.
SA Wealth Management Pty Ltd ACN 149 628 222 ATF Katranis Family Trust ABN 29 809 576 590 trading as SA Wealth Management is a Corporate Authorised Representative (No. 000402699) of SA Wealth Solutions Pty Ltd ABN 72 634 162 422 AFSL 525627.
SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services is a credit representative of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 with Australian Credit Licence 509484.
SA Wealth Property Services Pty Ltd ACN 656 180 782 as trustee for SA Wealth Property Trust ABN 21 688 258 815, RLA 316149 is responsible for Real Estate services (Residential and Commercial) under the SA Wealth Group.
SA Tax and Accounting Service Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust, is responsible for taxation and accounting services under the SA Wealth Group.
The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice.
Company Details
- Employees
- 24
- Founded
- -
- Address
- Ground Floor, 145 South Terrace, Adelaide,south Australia 5000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- sawealthmanagement.com.au
- Keywords
- Financial Advice, Retirement Planning, Investing, Personal Insurance, Wealth Creation, Home Loans, Estate Planning, Investment Loans, Business Loans, Superannuation, Life Insurance, Income Protection, Debt Management & Cashflow, accounting, tax advice.
- HQ
- Adelaide, South Australia
Sa Wealth Group Questions
Sa Wealth Group's website is sawealthmanagement.com.au
Sa Wealth Group's LinkedIn profile is https://au.linkedin.com/company/sa-wealth-management
Sa Wealth Group has
24 employees.
View email and phone details for 24
employees at Sa Wealth Group.
Sa Wealth Group's industry is
Financial Services
Sa Wealth Group's top competitors are
Argent Capital,
Halpin Wealth,
Champagne Recruitment,
Synergy Private Wealth,
Citi,
Homesafe Wealth Release,
Wakefield Partners,
Link Wealth Advice,
Afpg - Australian Financial Planning Group,
Pitcher Partners.
Sa Wealth Group's categories are Financial Services
Sa Wealth Group's founding year is 2011
