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
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
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Highest qualification
- Master of Taxation
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Language spoken
- English
Callen Wealth Creation Solutions
Unit 5, 1 The BoulevardeToronto, NSW 2283
![Callen Wealth Creation Solutions logo](https://resources.adviserratings.com.au/practices/callen-wealth-creation-solutions-19205820.png)
Opening hours
- 9:00am – 4:00pm Tuesday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Politis Investment Strategies Pty Ltd
AFSL 253125
![Politis Investment Strategies Pty Ltd logo](https://resources.adviserratings.com.au/licensees/politis-investment-strategies-pty-ltd-253125.jpg)