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

Downsizing in Retirement: More Than a Money Decision

The Financial (and Emotional) Side of Selling the Family Home Ask most people about downsizing in retirement and the conversation...

Estate Planning Isn’t Just a Will: What Cairns Families Often Overlook

If you’ve ticked “get a will sorted” off your to-do list, it’s fair to feel like your estate planning is...

Retirement at 65? Here’s What You Need to Know

If you think 65 is the magic number for retirement, you’re not alone. It’s one of the most common assumptions...

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...