With over 25 years of experience in financial planning both in the Australian boutique and Corporate Advisory, Calum is experienced in aiding with personal financial wealth. Converting the complex legislative strategies into simple language is a real asset and skill he has.
Building financial independence can often be time-consuming and complex. Calum, along with his team around him, takes on this responsibility to help clients get the best outcomes.
Key areas his clients have benefited from are improved financial education, personal advice, and his very personable yet professional approach. The journey starts with a natural “Coffee meeting” to better identify clients’ needs and potential value-add before any engagement.
Calum enjoys working with clients approaching retirement to help them live the life they choose. This is then maintained via a strategic regular review to preserve the longevity of the retirement plan in light of any personal, legislative and economic changes.
Calum is also passionate about community and is actively involved in Vinnies with a focus on the “Passages” initiative, which is a hub for homeless youth needs and services.
Fellow Chartered Financial Practitioner
Graduate Diploma Financial Planning
Financial Advice Association Australia (FAAA)