Our Team

Angelo Zerella
Private Client Adviser

Angelo has been part of the financial planning industry since 2014, gaining valuable experience across a range of businesses, from small family practices to large banking institutions. His early exposure to financial management ignited a passion for helping people achieve financial freedom, regardless of their background or circumstances.

Dedicated to educating his clients, Angelo empowers them with tailored advice to help them reach their financial goals. He is driven by the opportunity to positively impact people’s lives and be part of their financial journeys.

Angelo holds a Bachelor of Commerce and an Advanced Diploma of Financial Planning. He is committed to continuous learning to better serve his clients.

In his personal time, Angelo enjoys spending time with his wife, two young children, and friends. A self-confessed foodie with a love for Greek desserts, he also enjoys listening to heavy metal music, sampling whisky and beer, and playing his bass guitar.

Accreditations
  • Bachelor of Commerce
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Specialist accreditation in Margin Lending
  • Ethics and Professionalism in Financial Advice
Memberships

Financial Advice Association of Australia (FAAA)

Your adviser is based at our Adelaide & Gawler offices.