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Financial Advisor Melbourne

Build lasting wealth with clarity, confidence, and care

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At Angel Advisory, we help Melbourne professionals, families, and business owners turn income into lasting wealth with clear, independent financial advice that builds freedom, confidence, and control.

wealth
we believe
wealth is more than money
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Our Services

Your money should move as one. We make every part of your strategy work in sync.

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Investment Advice

Stop guessing. We build evidence-based portfolios across shares, property, and managed funds designed for growth, balance, and control.

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Tax Planning

Don’t wait until June. We help you plan ahead, cut liabilities legally, and align tax strategy with your wealth goals.

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Super Investments

Super could one day be your biggest asset. Do you know how your Super Money is invested?

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Superannuation & SMSF

Your super is probably your biggest asset. We help you take charge of it with tailored strategies and SMSF guidance built for lasting wealth.

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Estate Planning

Your legacy matters. We help you pass wealth on smoothly, fairly, and tax-efficiently with the right structures in place from day one.

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Family Office

Do you have multiple businesses, properties & investments? Set-up your family office to manage this.

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Insurance & Protection

If something happens, your plan shouldn’t fall apart. We make sure your income, family, and assets stay protected affordably and effectively.

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Cash Management

Don't know where you spend all of your money? Is saving more each year important to you?

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Business Planning

Once your business is making money, you need a plan that serves both yourself and your business.

What Clients Say

Still Waiting for the “Right Time” to Invest?

There isn’t one.

While you wait, the market moves, inflation climbs, and opportunities slip past.
 

Waiting keeps your money on pause! A plan puts it to work.
 

At Angel Advisory, we turn indecision into direction with clear, independent strategies that make your money move through every market, every cycle, every stage of life.

What to Expect..

  • A plan you actually understand. Exactly what to do next and why

  • One partner for everything. Investments, tax, super, insurance all working together

  • No sales pressure. Independent advice built solely around your goals

  • Fast, practical wins. Improvements you can see and feel early in the process

  • Ongoing guidance. Progress that continues, even when life gets busy


​Start with clarity. Continue with confidence.

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How Our Process Works

1. Discover We get to know you, your goals, family, and finances, so your plan fits your real life, not just the numbers.

2. Design You’ll receive a clear, tailored strategy that connects investments, tax, super, insurance, and estate planning into one plan.

3. Implement We take care of setup and coordination with your accountant, lender, or insurer, saving you time and avoiding costly missteps.

4. Review Regular check-ins keep your plan sharp and aligned as life and markets change, so your wealth keeps moving forward.

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About Angel Advisory

At Angel Advisory, we’re not just financial planners. We’re partners in helping you build the life and legacy you want.
 

Founded by Stefan Angelini, we combine deep technical expertise with real-world experience. Our team acts as a long-term partner, teaching, guiding, and evolving your plan as your life evolves.

We’re:

  • Independent: No sales targets. No hidden agenda.

  • Transparent: Fixed fees, agreed upfront.

  • Approachable: We speak clearly, not in financial jargon.

  • Accredited: ASIC-licensed and proud members of the FAAA.
     

We bring clarity to complex decisions, helping you grow, protect, and enjoy your wealth with a team that treats your future like their own.

Who we help

  • Professionals: Turn paychecks into progress. We’ll turn surplus cash flow and bonuses into long-term wealth.

 

  • Families: Protect what you’ve built and plan for what’s next, from education to inheritance.

 

  • Business Owners: Build wealth inside and outside your business. We structure, protect, and plan for smooth succession.

 

  • Investors & SMSF Members: Consolidate, diversify, and manage your investments with confidence and compliance.

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Recognised & Trusted Financial Advisors

  • 2024 Practice of the Year (Wealth Adviser Congress)

  • 2024 Finalist: ESG Adviser of the Year (IFA Excellence Awards)

  • Top 5 Wealth Advisory Practice (Robb Report PFI Awards)


​Professional. Licensed. Recognised for excellence.

Frequently asked questions

Ready to Take Control of Your Financial Future?

Smart planning beats lucky timing. Whether you’re investing, protecting your income, or building a retirement strategy, we’ll help you take control with advice that’s clear, personal, and built to last.

Your goals. Your wealth. Our expertise.

Thanks for getting in touch with us. We will be sure to respond to you as soon as possible.

Angel Advisory – IFA Excellence Awards 2024 Finalist for ESG Adviser of the Year
Angel Advisory – 2024 Practice of the Year Award from Wealth Adviser
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Call +613 9087 1015
Email [email protected]
Visit 103 Montague Street, South Melbourne VIC 3205

This website is published by Angel Advisory Pty Ltd. Stefan Angelini [AR 1249074]; Toan Nguyen [AR 442765]; Jules Ninh [AR 1263022]; Stefan Marchesani [AR 1002532] and Angel Advisory Pty Ltd [CAR 1277063] are authorised representatives of Synchron Advice Pty Ltd (ABN 33 007 207 650), AFSL 243313. The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into consideration in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Angel Advisory Pty Ltd, Synchron Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This Content is restricted to Australian residents and is for the intended recipient only. From time to time, Angel Advisory Pty Ltd representatives or associates may hold interests in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products

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The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives. We recommend you obtain professional financial advice specific to your circumstances. You should read any relevant Product Disclosure Statements before making an investment decision.

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