Paul Katranis Email & Phone Number
Director, Wealth and Tax (Financial) Adviser, and Finance Broker @ SA Wealth Group
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Paul Katranis Location
- Adelaide, SA, AU
Paul Katranis Work
- Director, Wealth and Tax (Financial) Adviser, and Finance Broker @ (April 2011 - Present)
- Director and Responsible Manager @ SA Wealth Solutions Pty Ltd ABN 72 634 162 422, AFSL 525627 (May 2021 - Present)
- Board Member - SA Chapter @ Association of Financial Advisers (AFA) (February 2016 - June 2017)
- Financial Planner @ Private Boutique Practice (April 2009 - March 2011)
- Financial Planner @ (October 2006 - March 2009)
- Relationship Officer @ Bank of Cyprus Australia (January 2004 - January 2006)
Paul Katranis Education
- Kaplan Professional
Diploma Finance & Mortgage Broking (Finance)
2018-2018 - Kaplan Professional
Certificate IV in Finance and Mortgage Broking (Finance and Mortgage Broking)
2016-2016 - Kaplan Professional
Fellow Chartered Financial Practitioner
2015-2016 - University of South Australia
Bachelor of Commerce (B.Com.) (Accouting and Business)
2002-2005 - University of South Australia
Bachelor of Applied Finance (B.AppFin) (Banking, Finance & Investment Banking)
2002-2005 - Adelaide Highschool 1997-2001
Paul Katranis Skills
- Asset Allocation
- Asset Management
- Asset Managment
- Critical Illness
- Debt Consolidation
- Debt Management
- Equities
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Modeling
- Financial Planners
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Annuities
- High Net Worth Individuals
- Income Protection
- Insurance
- Investment Advisory
- Investment Banking
- Investment Management
- Investment Strategies
- Investments
- Key Person Insurance
- Life Insurance
- Loans
- Managed Funds
- Management
- Mortgage Lending
- Mutual Funds
- Pensions
- Personal Finance
- Personal Financial Planning
- Portfolio Management
- Relationship Management
- Residential Mortgages
- Retirement
- Retirement Planning
- Risk Management
- SMSF
- Small Business
- Strategic Financial Planning
- Superannuation
- Term Life Insurance
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
Paul Katranis Summary
- Paul Katranis, based in Adelaide, SA, AU, is currently a Director, Wealth and Tax (Financial) Adviser, and Finance Broker at SA Wealth Group. Paul Katranis brings experience from previous roles at SA Wealth Solutions Pty Ltd ABN 72 634 162 422, AFSL 525627, Association of Financial Advisers (AFA), Private Boutique Practice and Westpac Banking Corporation. Paul Katranis holds a 2018 - 2018 Diploma Finance & Mortgage Broking in Finance @ Kaplan Professional. With a robust skill set that includes Asset Allocation, Asset Management, Asset Managment, Critical Illness, Debt Consolidation and more. Paul Katranis has 2 emails and 1 mobile phone numbers on RocketReach.
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