SA Wealth Group

SA Wealth Group are a Boutique Private Advice and Finance Broking firm that specialises in building, maintaining and protecting the wealth of Professionals, Business Owners, Pre-Retirees/Retirees and their families. Our advisers and brokers work with a range of clients, from individuals starting out their careers and families seeking to build and protect wealth for today and in the future, to business owners and companies.

By gaining a deep understanding of their needs and priorities we help solve complex and important financial issues they face in life.

SA Wealth Management Pty Ltd ACN 149 628 222 atf Katranis Family Trust ABN 29 809 576 590 t/as SA Wealth Management Authorised Representatives of GWM Adviser Services Limited ABN 96 002 071 749 Australian Financial Services Licensee 105-153 Miller St North Sydney NSW 2060. The SA Wealth Group business name is owned by Katranis Family Trust ABN 29 809 576 590 and is used by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services which has its liability limited under Australian Credit License Number 484 674. Both companies trade under the business name of SA Wealth Group, SA Wealth Management Pty Ltd is responsible for providing financial planning services and SA Financial Services Pty Ltd is responsible for providing credit advice. GWM Adviser Services Limited is not responsible for any credit advice provided by SA Financial Services Pty Ltd ACN 606 737 553 atf SA Wealth Group Trust ABN 42 702 741 790 t/as SA Financial Services.