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

Building Teams, Clinics and Community – With Tom Maher

What does it take to grow a small physiotherapy practice into one of North Queensland’s leading allied health businesses? On...

The Hidden Volatility of the Property Market

Why Property Feels Safer Than Shares There’s a common refrain you’ll hear at dinner parties and family gatherings: “Property never...

Inheritance and Tax in Australia: What Families Need to Know

When a loved one passes away, managing their estate can quickly become complicated, especially when questions about tax arise. Many...

Forget a Magic Number, Do This Instead!

“I need a million dollars to retire.” I hear this at least once a week. Sometimes more. And every time,...

The Fear of Running Out of Money in Retirement

Why the First Few Years of Retirement Matter More Than You Think When most people think about retirement planning, the...

Is Your Business Actually Sellable Without You?

__________ When most business owners think about succession planning, they picture a single moment: the day they sell their business...