Our People

Angelo Caltabiano

FINANCIAL PLANNER AFP®

Rep No: 325384

With over 25 years in the financial planning industry, Angelo brings extensive expertise across personal insurance, estate planning, superannuation, and investment strategies. Holding a Bachelor of Economics and a Graduate Diploma in Financial Planning, he is FASEA-accredited and committed to delivering personalised advice that empowers clients to achieve their financial goals with confidence. Angelo’s approach combines technical knowledge with genuine care, ensuring every strategy reflects each client’s unique circumstances. Away from the office, Angelo is a family man—whose legendary lunches often make the whole office jealous!

Our Team

Meet the Team

Get to know the professionals who will guide you every step of the way in securing your financial future.

Shared Insights

Federal Budget Tax Changes Prompt Estate Planning Rethink for Australian Families 

Your Will might be doing less work than you think. Financial freedom means something different to everyone — for some...

Market Update | July 2026

Looking Beyond the Headlines If the first six months of 2026 have taught investors anything, it’s that markets can perform...

Would you accept your own salary if someone else offered it to you?

Why Business Owners Should Pay Themselves Properly There’s a conversation that comes up again and again with business owners, and...

‘$1 a Day’ The Flawed Logic Behind Your Insurance Company

The Dollar a Day Trap Leaving Super Members Underinsured There’s a quiet problem sitting inside millions of Australians’ superannuation accounts,...

“My business is my retirement plan.” — Sound familiar?

Your Business Is Not Your Retirement Plan You’ve spent years building your business. Long hours, hard decisions, real sacrifice. And...

The Div 7A Trap Catching Business Owners Off Guard

For many business owners, taking money from their company can seem straightforward. After all, it’s your business, you’ve worked hard...