Sally Callen

Callen Wealth Creation Solutions

Silver
8 Yrs Experience
Toronto, NSW 2283

With 25 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. 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 Silver
  • First year providing advice 2016
  • Years of experience 8
  • 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