ARGENT WEALTH is a boutique financial advisory business based in Adelaide, providing comprehensive strategic and tailored investment advice to individuals, families and not-for-profit organisations.
Building on several years of experience working with private families at a major Australian private bank, we pride ourselves on our ability to deliver quality, accurate advice and work closely with you to create, grow and protect your wealth.
WHY ARGENT WEALTH?
At Argent Wealth, you deal directly with the business principals. This means you receive a highly personalised service focused solely on your unique needs and objectives.
Our service offering provides the following:
- Bespoke strategic and investment advice
- Team of dedicated advice specialists
- Ongoing active engagement with clients
- Wide range of available products allowing us to provide the optimal solution for your unique situation.
- Specialist experience with medical professionals, business owners, professional executives and self-funded retirees.
We work collaboratively with your other appointed advisers, such as your accountant, lawyer, banker and/or mortgage broker, so that we can achieve the best financial outcome for you.
Steven Crescitelli, CFP
Director and Financial Adviser
Steve Crescitelli has worked in Financial Services since 2000, including a long tenure with a major Australian private bank where he was responsible for providing ongoing strategic and investment advice to families and individual investors. He is a Certified Financial Planner and holds a Bachelor of Economics from the University of Adelaide and a Diploma of Financial Planning from Deakin University.
Steve understands that each client has a unique set of needs and circumstances which must be fully explored and uncovered in detail prior to the provision of any advice. He prides himself on being able to formulate effective strategies and communicate them in a clear and concise manner.
On a personal note, Steve is married to Lina and they have two young children who he loves spending time with. He is a passionate supporter of the Adelaide Crows Football Club and is a keen follower of Formula One.
0429 188 322
Peter Tyson, CFA
Director and Financial Adviser
Peter has worked in Financial Services for over a decade, in roles both within Australia and abroad. Before co-founding Argent Wealth, he was responsible for the management of investment portfolios and client relationships within a major Australian private bank. Prior to this he has had roles in investment research and Paraplanning at several boutique wealth businesses, as well as spending time in London working for a major US investment bank.
Peter takes great enjoyment from research and analysis of investment markets, and in particular educating and encouraging clients to be involved in their investment management process.
Peter holds a Bachelor of Finance (International) from the University of Adelaide, and in 2013 became a Chartered Financial Analyst (CFA) Charterholder.
Outside of work, Peter is passionate about sport, in particular AFL, soccer and golf, and he and his wife Natalie are proud parents to two young daughters.
0416 823 523
Athena South, DFP
Client Service Manager
Athena South has worked in the Financial Services Industry for over a decade, and has a strong background working with some of Australia's largest Financial Institutions and Advice Practices. With varied roles ranging from Operations to Administration, her knowledge is vast and diverse.
This experience, paired with her Diploma in Financial Planning ensures that our valued clients are in capable hands. Athena's support within Argent Wealth ensures that our clients' advice and administration is prepared to the highest standards, with particular attention paid to compliance and integrity.
Outside of work, Athena keeps busy chasing her two young children and has a passion for cooking and travelling.
(08) 8470 9082