Calan Choke

Calan Wealth Management

Gold

16 Yrs Experience

Camberwell, VIC 3124

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Calan spent the last 10 years in the financial planning industry, including Hillross Wealth Management (AMP), BWFA (Bankwest Financial Advice) & more recently ANZ Financial Planning as Senior Financial Planner.

Calan specialises in on-going relationship of clients with specialist area in Superannuation & Allocated Pension strategies, Investment Portfolio Management and Personal Insurances. His primary objective is to ensure his clients receive the best outcome to succeed in their retirement, and is known for his integrity, honesty, professionalism, loyalty and dedication to his clients.

Calan is involved in FPA’s committee work, and dedicates his time in mentoring junior financial planners external to his business.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Tax Strategies
Growing Assets

5.00 April 2024

I have been a client of Calan’s for over 10 years. Calan is very approachable and goes the extra mile to find information that is required .

Thanks to Calan, I have been able to realise my dream of an early retirement.

5.00 February 2024

Calan has been looking after me and my wife financially many years. I feel secure my future as long as Calan looks after me.

4.50 July 2019

Calan has been my financial advisor for 7 years. I am very happy with the way he has managed my finances including my self managed super fund.Calan is friendly , courteous ,and most importantly always prepared to explain things to me in a clear manner no matter the time of day. I have full faith in his advice and have no hesitation in ranking him 5 stars

5.00 August 2018

I was looking for someone to review my superannuation and personal insurance needs and was fortunate to meet Calan via some mutual friends. Calan has been very helpful, informative and very passionate about what he does. He has constantly reviewed and offered the appropriate advice to ensure the best possible outcome. He has been an excellent adviser and wonderful person to deal with.

Adviser status Gold
Rating 4.88
Number of reviews 4
First year providing advice 2008
Years of experience 16
Highest qualifications
- Graduate Diploma of Accounting
- Graduate Diploma of Accounting
Language spoken
- English

Calan Wealth Management

Suite 8, Level 1, 424 Burke Road
Camberwell, VIC 3124

Alliance Wealth Pty Ltd

AFSL 449221

Calan Choke

Calan Wealth Management

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Calan Wealth Management

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Alliance Wealth Pty Ltd