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ABOUT

ANGEL ADVISORY
 

Angel Advisory is a Financial Advisory firm that focuses specifically on Wealth Creation and ensuring your Net Wealth grows throughout all phases of your life.

As a business, we believe that coupling up tax, investment, superannuation and cash strategies is the best way to keep yourself going forward.

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OUR TEAM
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Stefan Angelini, Director & Financial Advisor

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Stefan is married to a woman who is out of his league and has 2 beautiful children.

Stemming from his Italian roots, he has a fond love for his family, coffee, property and wine.

His ideal evening is spent over a bowl of Nonna's Gnocci and surrounded by family.

Being the lead adviser at Angel Advisory, his focus is on providing deeply personal advice tailored to improve a clients specific circumstances. Stefan believes that the key to providing great advice, is to start by building a strong and trusting relationship.

Through his experiences and education, Stefan is able to guide his clients on all things investments, structures and strategy. Whether shares/ETF portfolio's are right for a client, or if the want to have a more direct focus on Property or businesses, Stefan does not mind. Stefan is a very active in all things shares, property, property development, business and start-up investments.

Stefan runs his own Self-Managed Superannuation Fund and Family Office with his family, where they specifically focus on Philanthropy through social housing investments, property developments in the childcare / disability / industrial / residential spaces and start up & established business investments. More noteably, Stefan was a co-founder of a start-up business that appeared on the hit TV show 'Shark Tank' in 2014.

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Al Salonga, Practice Manager

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Al has 2 young children and more than enough family and friends to keep his weekends full of activities. You can regularly find Al in his garden tending to his vegetables, or on the golf course trying to make Par. He has a true love of sports (mostly basketball) and most speculative investment classes. More recently, he has a developed a passion for the Cryptocurrency and NFT environment.

Al brings over 17 years of experience in the Financial Services Space to the business and has the sole role of ensuring the business runs efficiently and compliantly. His background in working at large names like Deloitte have provided him the skills to ensure all advice is delivered efficiently and most importantly, is in the best interest of each and every client.

Being such a valuable asset to the business, in 2021 Al became a shareholder in Angel Advisory, a position that ensures the long term success of the business.

As a client, you may not be in regular communication with Al, given his work is mostly done behind the scenes, managing the team and the compliance of all advice. Be rest-assured, when you do come into contact with him, it will be a great experience.

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Tom Gleeson, Associate

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Tom is one the most passionate and friendly people you'll ever get the opportunity to meet. As a result, it's difficult to find a time in his social calendar, but if you do, it will most likely with a beer in hand. Tom stands at a handy 6'3 which led him to re-commence his Australian Rules Football career a the ripe old age of 30, when most others are running toward the benches.

Tom brings a different kind of experience to the business. Having spent 5 years in the Army, including 1 Tour to Iraq, his learnings bring a different approach to finance. Loyalty, Organization, Diligence and effective communication are some of the traits he has adopted from his time in the Army that makes him so respected and valued by Angel Advisory and our clients.

Tom has earnt the name "The Implementer"(not the Terminator) as his primary role is ensuring all work relating to a clients financial strategy and situation gets implemented by our team with efficiency and high attention to detail.

As a client, you will find yourself in regular communication with Tom. His role involves understanding and knowing you just as much as your advisor, so don't be concerned if you find yourself becoming close friends with Tom over-time.

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Jeanette Mae, Client Administrator

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Jeanette has an infectious bubbly personality that is loved by the Angel Advisory team and clients. Her highly efficient and detail oriented nature ensures all client work is completed with accuracy and efficiency.

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Ethel Baron, Client Administrator

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Ethel has a wealth of experience in auditing, accounting and bookkeeping. She mostly works behind the scenes in ensuring all client matters are attended to and completed effectively.

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Ross-Anne Banco, Admin & EA

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Ross-Anne was one of Angel Advisory first team members. On top of being the Personal Assistant to Stefan Angelini, she also ensures clients have up to date research and information on their investments.

 
WHY WORK WITH US?

At Angel Advisory, we're trying to build a team that feels like a family. In doing so, our goal is to partner with our clients throughout their life's journey. Honesty and Integrity are amongst some of our highest valued qualities and this flows through to the way we service our clients, by caring about them and putting them in a better position.

We are looking for people who, like us, try to think outside of the box and provide truly tailored solutions to each and every client, because we know everyone has a different situation.

We promote continuing education, because our industry keeps changing and we want our team to be able to provide and facilitate the best and most up to date advice possible. This might include keeping up with legislative changes, policy updates or investment trends. 

We are happy to promote our people to ensure the continuity of our business. Stefan started the business in 2019 and Al, our Practice Manager, proved to be an integral person to the business and became an owner in 2021.

If you are looking for a long-term career and to provide impactful advice in an energetic environment, then reach out to us.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.