Financial Planning


Your Financial Planner is Sally Callen of Callen Wealth Creation Solutions Pty Ltd. Sally Callen is a Director of CallenWealth Creation Solutions Pty Ltd.

Sally Callen is an Authorised Representatives of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Numbers, 001246769.

Callen Wealth Creation Solutions Pty Ltd is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Number 001246768.

As your Financial Planner Sally will be able to assist you in the areas of:


Financial Planning


Your Financial Planner is Sally Callen of Callen Wealth Creation Solutions Pty Ltd. Sally Callen is a Director of CallenWealth Creation Solutions Pty Ltd.

Sally Callen is an Authorised Representatives of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Numbers, 001246769.

Callen Wealth Creation Solutions Pty Ltd is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ASIC Authorised Representative Number 001246768.

As your Financial Planner Sally will be able to assist you in the areas of:


Experience


Sally has over 20 years’ experience dealing with a variety of clients ranging from individuals, investors and small and medium business. Sally specialises in providing advice in all areas of taxation to her clients, including lodgements of Income tax returns for individuals, Partnerships, Trusts, Companies and Self Managed Superannuation Funds, Sally also provides business consultancy services, GST and Activity Statement lodgements and advice in respect of superannuation.

As an authorised representative of Politis Investment Strategies Pty Ltd, Sally specialises in the full range of financial planning needs, including insurance requirements and estate planning.

Qualifications


Sally obtained her Bachelor of Commerce from the University of Newcastle in 1993, and her Masters of Taxation from the University of NSW in 2002. Identifying the need to assist her clients with the full range of financial planning needs Sally undertook further study and obtained her Diploma in Financial Planning and Principles in Self Managed Superannuation Funds Statement of Attainment from the International Institute of Technology in 2016. Sally is a member of the Institute of Chartered Accountants, the Tax Institute of Australia and is also a registered Tax Agent.

Experience


Sally has over 20 years’ experience dealing with a variety of clients ranging from individuals, investors and small and medium business. Sally specialises in providing advice in all areas of taxation to her clients, including lodgements of Income tax returns for individuals, Partnerships, Trusts, Companies and Self Managed Superannuation Funds, Sally also provides business consultancy services, GST and Activity Statement lodgements and advice in respect of superannuation.

As an authorised representative of Politis Investment Strategies Pty Ltd, Sally specialises in the full range of financial planning needs, including insurance requirements and estate planning.

Qualifications


Sally obtained her Bachelor of Commerce from the University of Newcastle in 1993, and her Masters of Taxation from the University of NSW in 2002. Identifying the need to assist her clients with the full range of financial planning needs Sally undertook further study and obtained her Diploma in Financial Planning and Principles in Self Managed Superannuation Funds Statement of Attainment from the International Institute of Technology in 2016. Sally is a member of the Institute of Chartered Accountants, the Tax Institute of Australia and is also a registered Tax Agent.

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