About Me

Calan spent the last 16 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

Areas of Focus

  • Aged care
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Alliance Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®