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.

 
Our Team
Stefan Angelini, CEO

stefan@angeladvisory.com.au

Stefan is married to a Woman who is out of his league and has a beautiful little baby boy.

He comes from an Italian Background and thus spends a lot of time with his large and loud family.

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

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

Securities/Shares

Stefan is a licensed securities adviser, including giving Margin Loan advice. He has experience in trading in smaller speculative stocks as well as the larger blue-chip companies. He advocates that risk and return are a trade-off and encourages client to keep their time-horizon in mind when deciding to trade in shares. For a long time, he has had a deep focus on Managed and Index Funds (as well as ETF's)

Established Businesses

Stefan assists in the operation of multiple businesses, both in the form of being a board member as well as external advisor. He is the Founder, Director and CEO of Angel Advisory and has other business experience in companies in the Finance, Construction, Building Supplies, Property Development and Property Management Industries.

Family Office Operation

Stefan operates his own Family Office. Through this organisation structure they hold multiple business and property interests. Their operation and investment philosophy is centred around investing and operating businesses that complement their strengths and have longer term investment horizons to benefit future generations. Their current philanthropy efforts are focused around Affordable Housing.

Property

Stefan bought his first block of land at 19. He was able to build a house on this and sold it at 21. He has since turned his focus to developing, with experience in residential houses, townhouses and rooming houses. As well as experience in Commercial Assets such as Childcare Centres, Industrial Parks and serviced apartments. A big lesson of his came when he purchased an apartment off the plan.

Start-Up Businesses

Stefan has been a part of many business start-ups. In 2011 he was a co-founder of a business that appeared on the hit TV show 'Shark Tank' in 2014. In starting a business, he understands the impacts of correct structuring from the beginning and the importance of cash flow in ensuring the business can not only run sustainably, but benefit in the future.

Superannuation

Stefan has personally held his super through an Industry Fund, Retail Fund where he self-managed his funds, as well as through an SMSF. He currently operates a Self Managed Super Fund that comprises of himself, his brother, his mother and his father. They have used LRBA's to buy residential and commercial property through here and currently implement a less risky investment strategy focused on debt.

Need more details? Contact us

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

  • Black Facebook Icon
  • Black Instagram Icon
  • Black LinkedIn Icon

© 2019 by Angel Advisory

Stefan Angelini and Angel Advisory Pty Ltd are Authorised Representatives of Synchron, AFS Licence No. 243313.

The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Click here to view Synchron's privacy policy