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

4.75
2 Reviews
5
4
3
2
1
4.50
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.50

"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"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2009

Graduate Diploma of Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2009

Bachelor of Economics and Finance

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2006

Graduate Diploma of Accounting

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Deakin University
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Certified Practising Accountants Australia (CPA)

Membership type
Associate

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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