Sally Callen

Callen Wealth Creation Solutions

Gold
10 Yrs Experience
Toronto, NSW 2283

With 30 years experience in providing business and taxation advice, undertaking further education and training to achieve my Financial Advisor qualifications in 2016 was a natural progression. I take a holistic approach in reviewing my clients position, needs and objectives. My specialty is Self Managed Superannuation Funds. My focus is on getting the strategy right. Our clients peace of mind is our priority.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2016
  • Years of experience 10
  • Highest qualification
    • Master of Taxation
  • Language spoken
    • English

Callen Wealth Creation Solutions

Unit 5, 1 The Boulevarde
Toronto, NSW 2283

Opening hours

  • 9:00am – 4:00pm Tuesday – Friday

Meeting methods

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

Licensed by

Politis Investment Strategies Pty Ltd

AFSL 253125