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 employees.
Theo’s passion for helping others has been one of the driving force behind Archangel Wealth’s success and growth. The staff 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 professionals 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.
With over 10 years’ experience delivering strategic guidance in tax advisory and business operations, Luke is a highly skilled Accounting professional with a focus on delivering tailored advice for his clients.
His previous experience working in the commercial sector, paired with his ability to connect with each client individually, ensures Luke provides invaluable insight surrounding taxation, business and operations planning, unique to each client’s journey. Passionate about providing top-tier advice, client’s value Luke’s pragmatic approach towards complex problem solving, strategic business advisory and achieving tangible outcomes.
Luke holds a Bachelor degree in Commerce – Professional Accounting and is a member of the Institute of Chartered Accountants in Australia.
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 Advisory
Iain has over 30 years of experience in automotive, aviation, retail, wholesale, manufacturing, franchising, finance, importing, exporting and software. He has been involved at many levels including Director, senior management, local and international sales, marketing, business development and Government liaison.
Iain can provide your business with a wide range of advisory services or simply focus on one area you wish to improve. His competitive nature ensures a partner who will work hard for you and strives for excellence within your business.