Adam Callinan

My approach to providing financial advice is simple; it is about promoting my client’s interests and delivering on their expectations and requirements above all else - always.

This approach allows me to advise my clients with a singular focus on achieving successful outcomes by coordinating financial strategies into a best of breed solution to meet their needs accompanied by a documented plan to achieve specific financial goals and objectives.

For over 7 years I have been exceptionally proud to be part of a team shares my fundamental belief that financial advice should be delivered to clients solely with their interests in mind.

I provide advice to many different clients from senior executives, medical professionals, business owners and busy families through bespoke client centric advice at a 100% privately owned firm intent on delivering high quality advice and service free from influence of any large financial institutions or product manufacturer.

My experience across financial advice channels and with over 25 years of experience in senior leadership roles within the public sector delivering strategic planning, process improvement and stakeholder engagement activities has provided me with a solid foundation in strategic thinking, communication and engagement. These skills are important in transforming complex strategies into elegant solutions presented in an easy to understand manner. Ultimately, this means you can make informed decisions with the utmost confidence.

While supporting the delivery of a full range of wealth management advice and strategies, I understand my client’s challenges, including those faced in their roles, such as regulatory issues like pecuniary interest registers to ensure that their financial and investment decisions have the probity that they require when subjected to public scrutiny.

Call me on 3231 4004 or send me an email (acallinan@visis.com.au) to arrange a no cost or obligation appointment to see how I can use my experience to assist you in meeting you financial goals and objectives.