Umberto Catalano Email & Phone Number

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.

Listed skills include Customer Service, Communication, Adaptation, Time Management, and 6 others.