4 Reviews

Calan Choke

Calan Wealth Management

Gold

17 Yrs Experience

Camberwell, VIC 3124

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Calan is the founder and principal adviser of Calan Wealth Management.

Calan is a specialist in Superannuation & Retirement strategies, Investment Portfolio Management, complex structured products, and Comprehensive 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, and professionalism.

Calan has completed the Designation of CIMA® (Certified Investment Management Analyst®), which was awarded with the joint support of Yale School of Management and the Investment and Wealth Institute (IWI). CIMA® certification is the peak international, technical portfolio construction program for investment analysts and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisers.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Cashflow & Income
Tax Strategies
Growing Assets

5.00 April 2024

I have been a client of Calan’s for over 10 years. Calan is very approachable and goes the extra mile to find information that is required .

Thanks to Calan, I have been able to realise my dream of an early retirement.

5.00 February 2024

Calan has been looking after me and my wife financially many years. I feel secure my future as long as Calan looks after me.

4.50 July 2019

Calan has been my financial advisor for 7 years. I am very happy with the way he has managed my finances including my self managed super fund.Calan is friendly , courteous ,and most importantly always prepared to explain things to me in a clear manner no matter the time of day. I have full faith in his advice and have no hesitation in ranking him 5 stars

5.00 August 2018

I was looking for someone to review my superannuation and personal insurance needs and was fortunate to meet Calan via some mutual friends. Calan has been very helpful, informative and very passionate about what he does. He has constantly reviewed and offered the appropriate advice to ensure the best possible outcome. He has been an excellent adviser and wonderful person to deal with.

Adviser status Gold
Rating 4.88
Number of reviews 4
First year providing advice 2008
Years of experience 17
Highest qualifications
- Graduate Diploma of Accounting
- Graduate Diploma of Accounting
Language spoken
- English