WiZDOM Group
Simone Katsianos is an experienced finance professional currently serving as a Finance Specialist at WiZDOM Group since July 2022. With a significant tenure at ANZ from 1993 to 2021, Simone held various roles, including Private Banker/Associate and Private Wealth Associate, where a strong focus on client relationships and servicing a complex portfolio of ultra-high-net-worth clients was key. Simone's educational background includes a Bachelor's degree from La Trobe University and multiple finance-related diplomas from AAMC Training Group and Kaplan Business School, alongside an ANZ Practicing Certificate, emphasizing a solid foundation in financial planning and advisory services.
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WiZDOM Group
WiZDOM is a group of highly skilled professionals who aim to provide a comprehensive range of professional services for the serious property investor. The WiZDOM Group is driven by Knowledge, Experience and Integrity We take a holistic approach and endeavour to assist our clients create wealth by providing strategic and detailed asset protection, structuring, taxation, finance, legal and insurance advice. Each group of professionals can work independently of each other or as a “One Stop Shop” working together for the good of our clients providing streamlined property investment services. The Professional Services provided by WiZDOM are: WiZDOM Loans - Finance Strategy and Support - Investment Lending - Development/Commercial Finance - Complex Loan Structuring and Advice WiZDOM Accounting - Property and Business Tax Advice - Tax Return Preparation and Lodgement - Year End Tax Planning - Bookkeeping and Cloud Accounting - SMSF Compliance and Annual Audit WiZDOM Advisory - Superannuation Advice and Consolidation - SMSF Set Up and Implementation - Ongoing SMSF Strategy Advice - Estate Planning - Property Investment Advice - Personal Insurance Advice - Business Risk Insurance Investor Pacific Structures - Asset Protection Structures - Company/Trust Set Up with Legal and Accounting Advice Pacific Law - Conveyancing - QLD, NSW, VIC, WA - Companies and Trusts - structures for business and investing - Business - buying and selling, Leases and Franchises - Property Development and Joint Ventures - Succession Planning - Wills and Power of Attorney - Deceased Estate - Retirement Villages, Manufactured Home Park or Aged Care Facility - sales and purchase advice. Knowledge | Experience | Integrity