Paul Katranis
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Paul Katranis Email & Phone Number

Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group
Location: Adelaide, South Australia, Australia 7 work roles 6 schools
1 work email found @sawm.com.au LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

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Work email p****@sawm.com.au
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Current company
SA Wealth Group
Role
Director, Wealth and Tax (Financial) Adviser, and Finance Broker
Location
Adelaide, South Australia, Australia
Company size
24 employees

Who is Paul Katranis? Overview

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Paul Katranis is listed as Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group, a with 24 employees, based in Adelaide, South Australia, Australia. AeroLeads shows a work email signal at sawm.com.au and a matched LinkedIn profile for Paul Katranis.

Paul Katranis previously worked as Director, Wealth and Tax (Financial) Adviser, & Finance Broker at Sa Wealth Group and Director and Responsible Manager at Sa Wealth Solutions Pty Ltd Abn 72 634 162 422, Afsl 525627. Paul Katranis holds Bachelor Of Commerce (B.Com.), Accouting And Business from University Of South Australia.

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Email format at SA Wealth Group

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{first}@sawm.com.au
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Profile bio

About Paul Katranis

Bachelor of Commerce (Accounting)Bachelor of Applied Finance (Banking & Finance)Diploma in Financial Services (Financial Planning)Cert 4 Finance Broking (Finance)Paul is the Principal Adviser and Director of SA Wealth Group, and has experience as a Wealth Adviser 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.He has over 10+ years of financial services experience within South Australia. He helps clients to achieve their financial objectives and lifestyle goals ranging from reducing the mortgage faster, 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 superannuationand 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 financial success.

Listed skills include Wealth Management, Retirement Planning, Financial Advisory, Wealth, and 46 others.

Current workplace

Paul Katranis's current company

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SA Wealth Group
Sa Wealth Group
Director, Wealth and Tax (Financial) Adviser, and Finance Broker
Adelaide, SA, AU
Website
sawealthmanagement.com.au
Employees
24
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7 roles · 23 years

Paul Katranis work experience

A career timeline built from the work history available for this profile.

Director, Wealth And Tax (Financial) Adviser, And Finance Broker

Sa Wealth Group

Adelaide, Sa, Au

Director, Wealth And Tax (Financial) Adviser, & Finance Broker

Current
Sa Wealth Group

Adelaide Area, Australia

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 Matrix Planning Solutions ABN 45 087 470 200 AFSL & ACL 238256. 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. Matrix Planning Solutions is not responsible for any credit advice provided 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.

Apr 2011 - Present

Director And Responsible Manager

Current
Sa Wealth Solutions Pty Ltd Abn 72 634 162 422, Afsl 525627

Adelaide, South Australia, Australia

SA Wealth Solutions Pty Ltd ABN 72 634 162 422 (AFSL 525627) holds an Australian Financial Services License to provide financial services, and as part of these services being offered and as one of the appointed Responsible Managers the duties include:- having direct responsibility for significant day-to-day decisions about the ongoing provision of financial services- in conjunction with fellow RMs, collectively having appropriate knowledge and skills for all of the licensee’s financial services and products - being “fit and proper” - individually, meeting one of the five options for demonstrating appropriate knowledge and skills (these five options are set out in detail in RG 105 – reference RG 105.47).

May 2021 - Present

Board Member - Sa Chapter

Association Of Financial Advisers (Afa)

Adelaide, Australia

Paul is a serving member on the board for the Association of Financial Advisers SA Chapter, and thrives on the opportunity to give back to the industry, its members and all stakeholders involved. He wishes to truly evolve the industry into a Profession through upholding the Advice industry's integrity and ethos, education standards, quality advice and delivering the desired outcomes to both advisers and subsequently their valued clients.

Feb 2016 - Jun 2017

Financial Planner

Private Boutique Practice

Adelaide

Financial Planner

Apr 2009 - Mar 2011
Team & coworkers

Colleagues at SA Wealth Group

Other employees you can reach at sawealthmanagement.com.au. View company contacts for 24 employees →

CV Christopher Vounasis Christopher Vounasis Colleague at Sa Wealth GroupAdelaide, South Australia, Australia View → YA Yanni Alexander Zabanias Yanni Alexander Zabanias Colleague at Sa Wealth GroupAdelaide, South Australia, Australia View → YR Yash Raste, Cfa Yash Raste, Cfa Colleague at Sa Wealth GroupDaw Park, South Australia, Australia View → SE Stratos Eftimiou Stratos Eftimiou Colleague at Sa Wealth GroupPennington, South Australia, Australia View → UC Umberto Catalano Umberto Catalano Colleague at Sa Wealth GroupGreater Adelaide Area, Australia View → NR Noa Radisic Noa Radisic Colleague at Sa Wealth GroupWoodforde, South Australia, Australia View → BB Bradley Broad Bradley Broad Colleague at Sa Wealth GroupAdelaide, South Australia, Australia View → JH Jacky Hoac Jacky Hoac Colleague at Sa Wealth GroupGreater Adelaide Area, Australia View → MM Mish Mirkovic Mish Mirkovic Colleague at Sa Wealth GroupGreater Adelaide Area, Australia View → NR Nik Radoicic Nik Radoicic Colleague at Sa Wealth GroupGreater Adelaide Area, Australia View →
6 education records

Paul Katranis education

Certificate Iv In Finance And Mortgage Broking, Finance And Mortgage Broking

Kaplan Professional

Education record

Adelaide Highschool
FAQ

Frequently asked questions about Paul Katranis

Quick answers generated from the profile data available on this page.

What company does Paul Katranis work for?

Paul Katranis works for SA Wealth Group.

What is Paul Katranis's role at SA Wealth Group?

Paul Katranis is listed as Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group.

What is Paul Katranis's email address?

AeroLeads has found 1 work email signal at @sawm.com.au for Paul Katranis at SA Wealth Group.

Where is Paul Katranis based?

Paul Katranis is based in Adelaide, South Australia, Australia while working with SA Wealth Group.

What companies has Paul Katranis worked for?

Paul Katranis has worked for Sa Wealth Group, Sa Wealth Solutions Pty Ltd Abn 72 634 162 422, Afsl 525627, Association Of Financial Advisers (Afa), Private Boutique Practice, and Westpac Banking Corporation.

Who are Paul Katranis's colleagues at SA Wealth Group?

Paul Katranis's colleagues at SA Wealth Group include Christopher Vounasis, Yanni Alexander Zabanias, Yash Raste, Cfa, Stratos Eftimiou, and Umberto Catalano.

How can I contact Paul Katranis?

You can use AeroLeads to view verified contact signals for Paul Katranis at SA Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Paul Katranis attend?

Paul Katranis holds Bachelor Of Commerce (B.Com.), Accouting And Business from University Of South Australia.

What skills is Paul Katranis known for?

Paul Katranis is listed with skills including Wealth Management, Retirement Planning, Financial Advisory, Wealth, Financial Services, Strategic Financial Planning, Financial Planning, and Finance.

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