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

Assumptions Can Cost You: Why Asking Your Adviser Is Always the Smartest Move

In business, speed often feels like success. Decisions need to be made quickly, opportunities seized before they vanish. But in...

Receiving and Giving Generational Wealth: More Than Money

Generational wealth is often thought of as money passed from one generation to the next. But in reality, it’s much...

SMSF or Industry Super Fund: Which Is Better for Cairns Locals as You Head Into the New Year? 

With the New Year just around the corner, now’s the time when a lot of Cairns locals take stock of where they’re at financially...

How a Financial Planner in Cairns Helps You Shift from Wealth Accumulation to Retirement 

How a Financial Planner in Cairns Can Help You Transition from Accumulation to Enjoying Retirement This Holiday Break As the...

Five Retirement Planning Mistakes Far North Queensland Residents Often Make During the Holiday Season and How to Fix Them 

It’s that time of year again. The decorations are up, Christmas chaos is overtaking Cairns, and the end-of-year buzz is in...

Questions to Ask Your Financial Planner About Retirement Advice in Cairns as You Head into the Festive Season 

As December rolls in a lot of us naturally turn reflective. Maybe it’s the spirit of the holidays, or maybe it’s simply because we have...