Financial Adviser · CAMBERWELL, VIC

Calan Choke

CAMBERWELL, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000336265

Practice

Calan Wealth Management

Camberwell, VIC (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Calan Choke

Calan Choke is a financial adviser based in Camberwell, Victoria, with 18 years of experience in the financial services industry since 2008. Calan works at Calan Wealth Management, which is licensed through Alliance Wealth. Calan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Calan's qualifications include a Bachelor of Business (Economics and Finance) from RMIT University. Calan is a member of CFP - Certified Financial Planner (FPA), CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Economics and Finance)

RMIT University

2006

Bachelor of Economics & Finance

Royal Melbourne Institute of Technology (RMIT)

2008

Graduate Diploma in Accounting

Deakin University

2008

Graduate Diploma of Accounting

Deakin University

2009

Diploma Financial Services (Financial Planning)

International Institute of Technology

2009

Diploma of Financial Services (Financial Planning)

International Institute of Technology Pty Ltd (IIT)

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Charter Financial Planning Limited

Feb 2017 - Dec 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Aug 2011 - Jan 2017 Ceased

BW FINANCIAL ADVICE PTY LIMITED

May 2010 - Aug 2011 Ceased

Hillross Financial Services Limited

Apr 2009 - May 2010 Ceased

Source: ASIC Financial Advisers Register