Experience

As a Certified Financial Planner with over 20 years Financial Services experience, I have spent the last 15 years in private practice successfully advising individuals, families and businesses in all areas of financial advice. With a broad range of investment and business involvement across various sectors, I enjoy applying solutions drawn from practical experience.

I can provide a range of services to meet your needs including:

• Wealth Accumulation
• Personal insurance
• Superannuation strategies and retirement planning
• Retirement income streams, including pensions and annuities
• Budget and cash flow management
• Margin lending facilities
• Self-managed super fund

Qualifications:

• Certified Financial Planner (CFP)
• Bachelor of Business (Financial Planning)

More about Callum:

Outside of the office, sport has always played a major part of my life, and I continue to be involved
through playing, coaching my 4 children, and a number of positions on sporting committees.