Large enough to meet your financial needs. Small enough to know your name.
Founder and Group CEO Theo Kotselas started Archangel Wealth from humble beginnings with a simple principle: always do your best and help others. It’s a trait that was ingrained in him by his hardworking migrant parents and an admirable ethos that has guided him through 40 years of business practice. Now it is encouraging and inspiring his clients and a new generation of professional accountants and advisors.
Theo’s passion for helping others has been one of the driving force behind Archangel Wealth’s success and growth. All staff, from professional accountants and advisors to our incredible administrative team, are dedicated to supporting their clients, helping them to grow and reach their full potential. After all, every client’s success is Archangel’s success.
As the business has grown, so too has the leadership team with the recruitment of directors and business partners Anthony Abood and Sam Kontogiorgis, who uphold the work ethos and family values regarded highly by the Archangel family.
Collectively, the leadership team continues to foster the company’s brand culture of treating clients as though they are family, using their commercial acumen and practical solutions to promote business growth and stability.
For more than 40 years, Theo is fondly regarded as Archangel Wealth’s ‘go to’ person who can solve any problem; giving rise to the company’s unofficial motto: “We find practical solutions to our clients’ problems”. It is an approach that the leadership team and clients greatly admire, acknowledging the team’s commitment to their success.
Archangel Wealth believes community is an extension of family which is why they are proud sponsors of some of their clients’ local sporting teams and charities, and they keenly support the businesses of their clients by choosing to purchase their products, use their services and refer business to them through their network.
Our Advisory Team
For over 40 years we have been servicing the accounting and financial planning needs of clients across Sydney. Our team of highly skilled, passionate professional accountants and advisors are here to assist you to ensure you build the financial future you deserve.
Director & Group CEO
Theo provides practical solutions to grow SMEs and is adept at developing appropriate corporate structures to minimise tax, build wealth and protect assets. He uses his 40 years of experience and his training in accountancy, economics and law to mentor and monitor businesses to help them achieve their goals.
Theo’s financial expertise and practical business acumen has assisted and guided hundreds of SMEs to increase profits significantly and enabled them to create, increase and protect their wealth with well-defined strategies.
Theo has a Bachelor degree in Economics and is a member of CPA Australia. He is also a Registered Tax Agent and holds a Public Practice Certificate with CPA Australia.
Director – Tax and Business Advisory
Anthony has more than 15 years’ experience in working with family and privately-owned businesses and entrepreneurs on accounting, taxation and business advisory matters.
Prior to joining Archangel Wealth, Anthony was a manager with YCG Accountants, Auditors & Advisors where he spent 12 years providing valuable taxation and business advisory services to clients operating in the construction, property development, wholesale distribution, health professional and childcare industries. Anthony has more than seven years’ experience in preparing business valuations. He has excellent knowledge of Self-Managed Superannuation Funds. Clients value Anthony’s technical expertise, personable qualities and dependable services.
Anthony holds a double Bachelor degree in Applied Finance and Commerce – Professional Accounting, a Public Practice Certificate and membership with Chartered Accountants Australia and New Zealand and is a Registered Tax Agent.
Director – Accounting and Tax
Sam has been providing taxation, accounting and advisory services to a broad range of businesses for more than 20 years.
Sam is passionate about developing strategies for his clients to build and protect their wealth. His unique skillset allows him to find solutions to problems in the areas of budgeting and cash flow planning, governance, business management and administration, human resources and financing. He also offers assistance with bookkeeping and payroll, liaising with external stakeholders, advising on complex tax matters, estate planning and practical commercial advice.
A strong believer in giving back, Sam volunteers his time in his local community, acting as treasurer of a large soccer club for 10 years. He has a Bachelor of Economics (Sydney University), is a member of the Institute of Chartered Accountants in Australia, and is a Registered Tax Agent.
Director – Finance and Lending
Michael has more than 15 years of experience in the financial services industry and has spent the last five years with Archangel Wealth.
As our in-house mortgage specialist, Michael provides clients with trusted advice, and access to the best available mortgage products suited to SMSF lending, home loans, refinancing, construction, commercial lending, and leasing of vehicles and equipment.
Michael holds an Australian Credit License (#395244), has a degree in Business (Finance) and a Certificate IV in Finance and Mortgage Broking, and is a Member of Finance Brokers Association (FBAA).
Head of Financial Advice
Daniel has more than 14 years experience within the financial services industry specialising in financial advisory, investment management and equities advisory.
Daniel brings an unparalleled understand of the financial advice industry, gained while working for and contracting to large institutional licensees, small to medium sized advice practices, as well as small start up businesses. In these roles Daniel has trained, coached, and mentored thousands of clients, advisers, brokers and support staff to reach their full potential and achieve their Financial Dreams. Daniels energy, drive and commitment to his clients are second to none and the success that he has achieved over the years is a true reflection of the success he has helped others to achieve.
Born in Canberra and now residing in Cronulla, Daniel is avid outdoor enthusiast. When he’s not servicing his clients, Daniel can be found spending time with his family, working out, boating, cycling, running, swimming or training for some extreme Triathlon, Spartan Race, Shark dive or event that will force him out of his comfort zone.