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.

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).

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.

Financial Planner

Advanced Financial Planner

Loans Consultant & Banking Representative