Callie Scheffer

Ellixi Wealth

Gold
23 Yrs Experience
Moss Vale, NSW 2577

With more than 30 years of experience in financial services, Callie is passionate about helping people make confident financial decisions and feel more in control of their financial future.

Based in Moss Vale, Callie works with individuals and families across the Southern Highlands, providing practical, personalised financial advice at different stages of life.

Whether you're managing debt, building wealth, reviewing your superannuation, protecting your family or preparing for retirement, Callie takes the time to understand what matters to you and explain your options in a clear and straightforward way.

His approach is down-to-earth and personal, with a focus on building long-term relationships and helping clients make informed decisions with confidence.

For Callie, good financial advice isn't just about the numbers. It's about understanding where you are today, where you'd like to be, and helping you take the next financial step.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At CSFP, your first meeting is free, no strings attached. Once we know how we can help, we can talk you through what needs to be done and discuss next steps.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 23
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Postgraduate Diploma of Financial Planning
  • Language spoken
    • English

Ellixi Wealth

322-324 Argyle St
Moss Vale, NSW 2577

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221