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Our Team

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Our Team
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Paul Katranis

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

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Marwan Said

Marwan Said

Practice Manager


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Nik Radoicic

Nik Radoicic

Wealth and Tax (Financial) Adviser and Finance Broker

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Umberto Catalano

Umberto Catalano

Wealth and Tax (Financial) Adviser and Finance Broker

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Yanni Zabanias

Yanni Zabanias

Wealth and Tax (Financial) Adviser and Finance Broker

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Bradley Broad

Bradley Broad

Wealth and Tax (Financial) Adviser & Finance Broker

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Angelo Patsilivas

Angelo Patsilivas

Wealth and Tax (Financial) Adviser & Finance Broker

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Jacky Hoac

Jacky Hoac

Finance Broker


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Christopher Vounasis

Finance Broker


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Maurice Castrechini

Maurice Castrechini

Property – General Manager


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Anton Williams

Anton Williams

Property Partner


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Pan Katranis

Pan Katranis

Licensed Sales Agent and Auctioneer

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Kosta Dimopoulos

Accounting and Advisory

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Yash Raste

Yash Raste

Credit Analysis

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Liam Ngyuen

Liam Nguyen

Paraplanner

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Rosa Zainali

Paraplanner

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Nick Polli

Nick Polli

Client Service Associate

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Mish Mirkovic

Mish Mirkovic

Client Service Associate

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Michael Bordignon

Michael Bordignon

Client Service Associate

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Luke Piscioneri

Luke Piscioneri

Client Service Associate

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Stratos Eftimiou

Stratos Eftimiou

Client Service Associate

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Lucas Nocera

Lucas Nocera

Client Service Associate

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Jerome Wilson

Office Administrator

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Get in Touch
Call 08 8268 5160
Our Location

Ground Floor 145 South Terrace
Adelaide SA 5000
Mailing Address

PO Box 6268
Halifax Street SA 5000
Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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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 Services Pty Ltd ACN 629 612 648 atf SA Tax and Accounting Trust ABN 45 967 852 423, 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.

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PAUL KATRANIS

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

B Com (Accounting), B App Fin (Banking & Finance), DFS Financial Planning & Cert 4 Finance

Paul Katranis is an authorised representative (000336076) of SA Wealth Solutions Pty Ltd AFSL 525627, ABN 72 634 162 422), and is also a credit representative (370327) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.

Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner 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.

Paul Katranis has over 20 years experience within the financial services industry and helps clients to achieve their financial objectives and lifestyle goals ranging from paying off debts faster and more efficiently, investing to create wealth and improve lifestyle experience, 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 superannuation and 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 lifestyle and financial success.

MARWAN SAID

Practice Manager

Marwan began with SA Wealth Group in September 2020 and has completed a degree in Bachelor of Commerce at the University of Adelaide. Marwan has previous experience working as a tax accountant for over 4 years and in the hospitality industry working in various hotels for 10 years.

He has worked in various roles in at SA Wealth Group as a Client Service Associate, Paraplanner and Loan Administrator.

He has interests in traveling, soccer, hiking and being amongst family and friends.

NIK RADOICIC

Wealth and Tax (Financial) Adviser and Finance Broker

B Com (Accounting) & B App Fin (Banking & Finance)

Nik Radoicic is a credit representative (491994) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.

Nik is a Wealth Adviser of SA Wealth Group whom has joined the industry in 2016 upon his completion of his double degree in Commerce and Applied Finance at the University of South Australia. He specialises in unique wealth management solutions for Young Professionals and aspiring Business Owners which accommodates for the young wealth accumulators. He provides advice on wealth accumulation, income and asset protection, tax minimisation strategies, superannuation and debt management in addition to retirement and redundancy planning.

Nik enjoys reading, fitness, music and travel while having an active role within his community. He has a special interest in guiding people in the right direction when it comes to lifestyle and financial success. He goes further by understanding your financial/lifestyle goals and objectives to tailor the right solution, focusing beyond accumulating wealth for clients.

UMBERTO CATALANO

Wealth and Tax (Financial) Adviser and Finance Broker

B. Finance, Dip Fin & MB

Umberto Catalano is a credit representative (529714) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.

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.

YANNI ZABANIAS

Wealth and Tax (Financial) Adviser and Finance Broker

B. Finance, Dip. Fin&MB

Yanni Zabanias is a credit representative (528027) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.

Yanni is a Wealth Adviser and Finance Broker of SA Wealth Group joining in early 2018 as an undergraduate from the University of South Australia. He has successfully attained the new stringent requirements in the financial advisory world in addition to the residential and commercial lending space.

He specialises in tailored wealth management solutions for young professionals and business owners, retirement and intergenerational planning in addition to lending solutions in the commercial and residential space. Whether it is a young couple or single looking to set themselves up for the long-term, a retiring couple looking for a simple and comfortable retirement, or a business owner seeking to obtain their next equipment or vehicle purchase, Yanni is able to assist in all areas required. Included within is superannuation advice, personal insurance, tax and redundancy planning, Centrelink and government benefits as well as debt management and lending solutions.

Always priding on outcome and presentation, Yanni has carried extensive experience within the hospitality sector into his role at SA Wealth Group using all interpersonal skills to ensure all clients after looked after to the utmost care and attention to detail.

Bradley Broad

Wealth and Tax (Financial) Adviser and Finance Broker

Bradley is a Wealth Adviser of SA Wealth and Finance Broker of SA Wealth Group joining in 2023. He holds a Bachelor of Commerce (Accounting/Finance), a Diploma of Financial Planning, Advanced Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management, while being accredited to provide advice on Margin Lending Facilities and Direct Equities.

Bradley has previously been a Financial Adviser (August 2018 – December 2022), where he worked mainly with Bache Morris Financial Advice under the guidance of the Late Philip Bache.

He provides tailored solutions that meet client goals and objectives, specialising in retirement planning and wealth accumulation, while providing further advice in relation to superannuation, intergenerational advice, debt management, tax minimisation, income and asset protection and Centrelink strategies.

Outside of work Bradley, is family man who loves spending his time with his partner Hannah, newborn daughter and his Cavoodle Remi. He also enjoys playing golf and supporting the Adelaide Crows.

ANGELO PATSILIVAS

Wealth and Tax (Financial) Adviser & Finance Broker

Angelo Patsilivas is a credit representative (541105) of Buyers Choice Licencing Pty Ltd, ACN 626 172 281 Australian Credit Licence 509484.

Angelo is a wealth adviser and finance broker of SA Wealth Group, joining in 2020 as an undergraduate from the University of South Australia obtaining a Bachelor of Business (Financial Planning). Prior to moving into the role, Angelo worked as a Client Services Associate working closely with the other adviser/brokers in servicing their clients as well as implementing any advice provided.

He specialises in personalized wealth management solutions for young professionals, business owners, pre-retirees and retirees as well as providing lending solutions in both the commercial and residential space. Whether the client is a couple or single looking to accumulate wealth for their future family or a pre-retiree/retiree looking for an enjoyable and financially comfortable retirement Angelo can provide a range of options and tailored advice to assist in meeting the client’s goals. Included within the areas which Angelo specialises in are superannuation advice, personal insurance, tax/redundancy planning and Centrelink/government benefits as well as debt management and lending solutions.

Outside of work Angelo enjoys reading, keeping fit and spending time with family/friends whilst having an active role in his community.

JACKY HOAC

Finance Broker

B. Finance

Jacky’s journey with SA Wealth Group began in 2020 within our financial planning arm, where he quickly became a cherished member of our family thanks to his charismatic personality and people-first attitude. Jacky is bilingual in both Cantonese and English, and with a Bachelor of Finance degree from the University of Adelaide, he has a solid foundation in finance. Jacky gained invaluable experience as a paraplanner, working closely with respected financial advisers and taking on increasingly responsible roles within the practice.

Driven by his passion for helping people, Jacky decided to extend his expertise and join our Mortgage Brokering team as a licensed Mortgage Broker. His meticulous and logical approach to credit management ensures that every client’s situation is carefully assessed for the best possible outcomes. Jacky is committed to providing complete transparency and guidance throughout the process, making sure that your questions are answered and your concerns addressed. His friendly and approachable nature fosters a collaborative environment, where he takes the time to understand your unique needs and goals. The mortgage and property worlds can be complex and ever-changing, but Jacky’s priority is to simplify your financial journey and alleviate any stress.

Christopher Vounasis

Finance Broker

Christopher is a finance broker of SA Wealth Group, joining in February 2024. He has been working in the finance industry for over 10 years where he previously worked for one of Australia’s major banks in a home lending role for over 5 years. 

He specialises in assisting clients with all their finance broking needs including asset & commercial finance, first home purchases, increasing their property portfolio buy securing an investment property or refinancing their current home loan to put them in a stronger financial position moving forward. 

He enjoys working closely with clients to understand their needs, set timelines for achieving their goals.. He can also offer insights on market and industry trends and more complex matters to guide you on your lending journey. 

Outside of work Christopher enjoys travelling, playing soccer, riding his bike and spending time with family/friends

MAURICE CASTRECHINI

Property – General Manager

Maurice is a registered Land Agent (RLA: 268522) and covers all aspects of Residential Property Management having been in the industry for over 10 years.

Prior to his industry change in 2011, Maurice worked in private banking and branch management (over 32 years) which has given him a multidisciplinary perspective of the property industry, receiving numerous banking awards for service excellence. Maurice is passionate about the property industry and thrives on meeting landlord needs, within the Residential Tenancies Act.

His drive is met by quality and consistency of work, which is conveyed through positive results in managing various types of properties.

Maurice is a proud supporter of the Leukaemia Foundation, Breast Cancer Australia.

He has also held senior coaching roles in youth and adults areas of soccer and volleyball in the past.

Anton Williams

Property Partner

Anton is a first-class negotiator whose market knowledge and expertise are second to none. Key to his success is his ability to build rapport and develop strong client relationships enabling him to continually set new benchmarks in the industry.

Together with a close-knit team, Anton focuses on achieving the very best result for each and every client which he achieves through his proactive approach and extensive network of qualified buyers. From attending open homes and conducting call backs to connecting with database buyers and buyer’s agents, Anton is hands on from the outset ensuring that every campaign runs like a well-oiled and finely tuned machine.

Attuned to the market of today but always with an eye on the future, Anton works across the length and breadth of Adelaide from the east and inner city to the city fringe and beachside markets.

Bringing over 20 years’ experience in high end corporate sales and partnership roles across a number of industries across Australia, Asia, USA and Latin America, Anton is highly skilled in the art of negotiation enabling his seamless transfer into the world of Real Estate in South Australia.

As a Licensed Real Estate Agent and Auctioneer who is a designated Luma Institute Certified Practitioner of Human-Centred Design, Anton understands the challenges that you will face in the Real Estate market.

With his extensive experience in high-performance roles in competitive environments, collaborating alongside some of the top-ranking marketing professionals in Australia, Anton is highly proficient in effectively and efficiently using the latest tech tools to expose your property to the widest possible range of qualified buyers while creating unforgettable customer experiences.

PAN KATRANIS

Licensed Sales Agent and Auctioneer

Pan is a licensed sales agent and auctioneer of SA Wealth Group joining in early 2022.

Pan brings a great deal of passion, energy and expertise to all that he does. Part of a new breed of sales professional, Pan is an excellent listener with a natural ability to build rapport and earn trust thanks to an approach that’s centred on honesty and transparency. His can-do attitude, work ethic and communication skills are key factors in his success to date while his drive and commitment ensure that he continues to set new benchmarks.

With a background in hospitality, Pan is a real estate agent who knows the market like the back of his hand. He thrives on the fast-paced and dynamic nature of the industry and loves meeting and working with people across all walks of life. Pan’s dedication to keeping ahead sees him regularly attend industry events and seminars while his friendly nature and upbeat attitude make him a pleasure to deal with. His negotiation expertise and flair for liaising with buyers form the cornerstones of his ability to secure a top result for his clients.

Pan has a formidable team to assist in house preparation including stylists, photographers, tradespeople and other specialists to ensure a smooth and successful sale of your most important asset.

KOSTA DIMOPOULOS

Accounting and Advisory

Kosta joined the SA Wealth Group team in 2018 offering accounting and advisory services. Kosta has extensive experience in servicing both individuals and businesses from various industries. He holds a broad knowledge base and skill set in all aspects of tax, compliance accounting, GST, tax planning, self managed superannuation funds (SMSF) and business advisory.

He is passionate about assisting his clients achieve their goals, maximise their value and providing solutions to any issues that may arise along the way.

Kosta has a personable and practical approach. He enjoys working alongside his clients to understand their needs and assist both individuals and businesses in their development.

Yash Raste

Credit Analysis

Yash joined the SA Wealth team in November 2023 as a credit analyst. Yash has a degree in Bachelor of Science, along with being a CFA Charter holder with the CFA Institute (US). He has extensive experience in wealth and portfolio management with Citibank across geographies and strives to find the best possibly outcome for the clients.

Outside of works he loves reading about financial markets, jogging, and spending time with his wife and two kids.

Liam Nguyen

Paraplanner

Liam Joined SA Wealth Group in July 2023 and has been working as a paraplanner since 2010. He has worked for various types of wealth management organisations including industry funds, credit unions, banks and private practices and as such have gained valuable experience around different types of strategies and products throughout this time.

He enjoys working with the technical aspects of financial planning (strategies & compliance) and solving difficult problems in order to help clients achieve their goals and objectives.

Outside of work he enjoys sports specifically soccer & basketball, reading while enjoying a glass of wine and spending time with family and friends

Rosa Zainali

Paraplanner

With over nine years of dedicated service in the financial planning industry, Rosa brings a wealth of expertise to the team. Holding a Master’s Degree in Business Administration specialising in Finance and a Graduate Diploma of Financial Planning, her academic qualifications complement her extensive practical experience. As an experienced paraplanner, she has honed her skills and knowledge through various roles, crafting personalised advice documents tailored to meet the unique needs of each client.

Originally from the Middle East, Rosa has thrived in multicultural environments within international companies, particularly during her time living and working in Europe, where she experienced diverse cultures. Recognised for her commitment to excellence, Rosa is known for her disciplined approach to both professional and personal endeavours. Rising before dawn to embark on her daily 5 am routine and exercise, she exemplifies dedication and determination in pursuit of her goals.

Rosa’s collaborative nature, paired with her resourcefulness and strong teamwork ethic, ensures she delivers the best outcomes for clients.

Beyond her professional pursuits, Rosa channels her passion for interior design into creating captivating environments. Armed with a diploma qualification in interior design, she adeptly utilises her creative flair to not only excel in financial planning but also in the art of home staging.

Nick Polli

Client Service Associate

Nick recently joined the industry and began full-time work at SA Wealth Group in March 2023. He is currently studying Bachelor of Commerce (Accounting and Cooperate Finance) and is fast approaching the completion of his degree. Nick’s primary role involves assisting advisers as well as other associates in delivering the best possible service to clients of SA Wealth Group.

Prior to employment with SA Wealth, Nick has been working in a similar role for 15 months. Nick has developed a passion for helping people and has a great desire to forge a career within the finance and financial planning industry. He is a highly motivated individual who displays a strong work ethic both within and outside of the working environment.

His hobbies include travelling, playing soccer and spending time with family, friends and his partner. 

MISH MIRKOVIC

Client Service Associate

Mish recently re-joined the industry and began full-time work at SA Wealth Group in April 2022, having spent time in the banking industry along with marketing. He is currently studying a Bachelor of Business (Financial Planning) degree to go along with his Bachelor of Commerce Degree (International Business & Marketing). Mish’s primary role involves assisting advisers as well as other associates in delivering the best possible service to clients of SA Wealth Group. 

Through previous work in the financial sector, Mish has developed a passion for helping people with their finances. He is a highly motivated individual who displays a strong work ethic both within and outside of the working environment.

His hobbies include playing tennis, soccer and being around family and friends.

MICHAEL BORDIGNON

Client Service Associate

Michael joined SA Wealth Group in June 2022 as a Client Services Associate. He completed his degree of a Bachelor of Law and Society at Flinders University but decided to take a route into the Finance field. Michael’s primary role at SA Wealth involves assisting advisers with fact finding and research to deliver the best possible outcomes for our clients. 

Throughout the short time spent in the finance and financial planning industry Michael has found a great deal of passion in this industry, as he appreciates seeing people live a life free of financial burden. As a result, he decided to take the path down to progress a career in the industry.

Outside of work Michael enjoys kickboxing, listening to live music and spending time with loved ones.

LUKE PISCIONERI

Client Service Associate

Luke has been involved in the financial planning industry for 3 years and joined the SA Wealth Group team in May 2023. He is approaching the end of his Bachelor of Business (Financial Planning) course through UniSA and is seeking to become a Certified Financial Planner in the near future.

Luke’s current role is dedicated to providing extensive support and personalized service to our valued clients. He plays a vital role in ensuring smooth operations and fostering strong relationships between our clients and the financial adviser.

Through a vast background in hospitality, Luke has grown to love the client handling side of the business and makes it a priority to deliver outstanding customer service to our clients.

Outside of work Luke enjoys keeping fit and going to the gym along with watching plenty of sport and being around family and friends.

Stratos Eftimiou

Client Service Associate

Stratos joined SA Wealth Group in March 2022, working full-time as a Client Services Officer and has an passion of all aspects of finance. He is currently studying a Bachelor of Commerce (Accounting) & Bachelor of Business (Financial Planning). Stratos’s current role is assisting advisers as well as other associates to deliver the best services to the clients of SA Wealth Group. Hist future aspirations is to be a Financial Advisor and Finance Broker with SA Wealth Group.

Stratos’s experience in the industry has developed his passion in helping others, and is proving to use these skills in the industry. 

In his spare time he enjoys spending time with friends and family, travelling, watching sports and playing soccer.

Lucas Nocera

Client Service Associate

Lucas joined the SA Wealth Group team in January 2024 and is currently on the verge of completing a Bachelor of Business Finance degree with Uni SA. He intends on following on with a diploma in Financial Planning to become a certified financial advisor in the near future.

Lucas’ current role aims to provide our valued clients with in-depth support through extensive research and preparation of documents to create a smooth process between our clients and advisors.

With an experienced background in customer service, Lucas aims to build on those skills by creating strong relationships with clients, as well as utilising teamwork skills to work efficiently with fellow staff members in the workplace.

In Lucas’ spare time, he enjoys boxing, watching sports and spending time with loved ones.

Lucas Nocera

office Administrator

Jerome joined SA Wealth Group in March 2024 as an Office Administrator. He is currently pursuing an undergraduate degree in Psychological Science at the University of Adelaide. Jerome’s primary role involves supporting the practice and the team to achieve optimal outcomes for both our team and our clients.

Prior to his tenure in the finance industry, Jerome garnered management experience across retail, hospitality, and healthcare sectors. Throughout his extensive career, he has consistently demonstrated a strong passion for assisting others and providing support in any way possible. This commitment has driven Jerome towards finance, with a goal to help individuals achieve financial security and alleviate financial burdens.

Outside of work, Jerome enjoys working out, listening to music, and spending quality time with family and friends.