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

Should You Transfer Your Credit Card Balance? The Real Cost Behind the ‘0%’ Hype 

In a world of rising living costs and tightening household budgets, it’s tempting to jump on a 0% balance transfer...

Retiring Comfortably Is Getting Pricier. Here’s How to Stay Financially Fit 

Retirement isn’t what it used to be. While the North Queensland lifestyle remains unbeatable, the cost of enjoying it in...

Financial Benefits of Collaborative Divorce in Australia

When couples decide to separate, the financial implications can feel overwhelming. Traditional divorce proceedings often drain resources through lengthy court...

What Would You Do with an Extra Coffee a Day? Making the Most of Your Mortgage Savings 

Interest rates are currently falling —but what rises every year? The price of your morning coffee.  With the average flat...

Protecting Your Finances When Memory Fades 

Memory loss and dementia can make managing your finances challenging. Simple tasks like checking bank statements, monitoring investments, or paying...

Is It Time to Let Go of the Family Home?

For many Australians approaching retirement, the family home is more than a place filled with memories—it’s their most valuable asset....