Calan Choke

Calan Wealth Management

Gold
14 Yrs Experience
Camberwell, VIC 3124

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.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • 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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221