Client Services Associate
Angelo Patsilivas is a Client Services Associate of SA Wealth Group whom has joined the industry and team in July 2020 approaching the completion of his Bachelor of Business (Financial Planning) at the University of South Australia. Angelo’s role mainly consists of supporting advisers/brokers as well as other staff. His primary responsibility being the implementation of the advice provided, which entails constant communication with all of our clients and various product providers.
Angelo has prior experience working for Westpac as a Customer Assist Consultant, primarily assisting his clients with hardship solutions enabling them to manage their debts. Prior to working for Westpac and SA Wealth Group, Angelo had various roles the events industry and the distribution industry.
Angelo’s interest lay heavily in community and sporting events, as well as being amongst family and friends.