Financial Adviser
· BALLINA, NSW
Callum James Carmont
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310751
Callum James Carmont is a financial adviser based in Ballina, New South Wales, with 2 years of experience in the financial services industry. Callum is currently authorised under Wealth Management Matters Pty Ltd. Callum holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business. Callum is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business
2018
Bachelor of Commerce
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Accredited Aged Care Professional Program
Aged Care Steps