Wealth Adviser & Finance Broker
B. Finance, Dip. Fin&MB
Yanni is a Wealth Adviser and Finance Broker of SA Wealth Group joining in early 2018 as an undergraduate from the University of South Australia. He has successfully attained the new stringent requirements in the financial advisory world in addition to the residential and commercial lending space.
He specialises in tailored wealth management solutions for young professionals and business owners, retirement and intergenerational planning in addition to lending solutions in the commercial and residential space. Whether it is a young couple or single looking to set themselves up for the long-term, a retiring couple looking for a simple and comfortable retirement, or a business owner seeking to obtain their next equipment or vehicle purchase, Yanni is able to assist in all areas required. Included within is superannuation advice, personal insurance, tax and redundancy planning, Centrelink and government benefits as well as debt management and lending solutions.
Always priding on outcome and presentation, Yanni has carried extensive experience within the hospitality sector into his role at SA Wealth Group using all interpersonal skills to ensure all clients after looked after to the utmost care and attention to detail.