Hillross

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Socius Wealth Management
Est 2004
L3, 350 George Street, Sydney, NSW, 2000
Socius Wealth Management is a boutique financial advisory firm that delivers tailored financial strategies to help its clients meet their lifestyle and financial goals. At Socius, we recognise that the quality and experience of our team is the key to our success, and more importantly, your financial well-being. Our team of financial planners pride themselves on their professionalism and client-centric focus, and will work with you to help create a life of choice and opportunity.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planners
  • Members of SMSF Association
  • Tax (Financial) Advisers
  • Members of Financial Planning Association
  • Diplomas of Financial Planning

Areas of
Expertise

Direct shares
Investments
Retirement
Self Managed Super Fund
Superannuation

Socius Wealth Management is a boutique financial advisory firm that delivers tailored financial strategies to help its clients meet their lifestyle and financial goals. At Socius, we recognise that the quality and experience of our team is the key to our success, and more importantly, your financial well-being. Our team of financial planners pride themselves on their professionalism and client-centric focus, and will work with you to help create a life of choice and opportunity.
Corporate brochure


Meet our team

Read More John web
John D'Alessandri
Director and Financial Planner

I have worked as an Adviser since 1988, advising a broad range of clients…

Read More Ros web
Ros Johannesen
Director and Financial Planner

I help clients build and protect their wealth and my key areas of expertise are…

Read More Penny web
Penny Chai
Financial Planner and Practice Manager

I joined the finance industry in 1992 starting in corporate superannuation and…

Read More Que web
Que Di-Leo
Financial Planner

I specialise in helping clients build to wealth for their future. I have been…

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Jack web
Jack Cheng
Paraplanner
Read More
Maureen web
Maureen Morkos
Client Service Administrator