Financial Adviser
· MELBOURNE, VIC
Caleb James Ludlow
No disciplinary history on record with ASIC
MELBOURNE,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299952
About Caleb James Ludlow
Caleb James Ludlow is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Caleb is currently authorised under Hewison & Associates. Caleb holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Caleb's qualifications include a MASTER OF FINANCIAL PLANNING from DEAKIN UNIVERSITY. Caleb is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce (Financial Planning)
Deakin University
2023
MASTER OF FINANCIAL PLANNING
DEAKIN UNIVERSITY
2023
SMSF Specialist Advisor (SSA) Program
SMSF Association
2024
Certfied Financial Planner
Financial Advice Association of Australia
Registration History
Source: ASIC Financial Advisers Register