Director, Wealth Adviser & Finance Broker
B Com (Accounting), B App Fin (Banking & Finance), DFS Financial Planning & Cert 4 Finance
Paul Katranis is a credit representative (370327) of BLSSA Pty Ltd, ACN 117 651 760 Australian Credit Licence 391237.
Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice. He specialises in unique wealth management solutions for Professionals, Business Owners and Pre Retirees, and provides advice in all areas of wealth management, including: wealth accumulation, income and asset protection, tax minimisation strategies, superannuation, retirement and redundancy planning, estate planning, government benefits and Centrelink, as well as debt reduction strategies.
Paul Katranis has over 10 years experience within the financial services industry and helps clients to achieve their financial objectives and lifestyle goals ranging from paying off debts faster and more efficiently, investing to create wealth and improve lifestyle experience, providing an education fund for children and ultimately financial independence through planning for retirement. He guides clients through the ever changing legislation with regards to superannuation and taxation and how they affect his clients personal circumstances and lifestyle goals. He enjoys seeing clients gain confidence to make informed decisions so they can get on with enjoying the things that matter most to them. In particular, Paul has a special interest in guiding people along the road to long term lifestyle and financial success.