Senior Financial Adviser, Cranbourne

With a Bachelor of Business & Commerce, plus over 15 years in the financial services sector, Calvin’s experience and deep technical knowledge is of immense value to his clients.

As a qualified Accountant and Financial Planner, Calvin is highly committed towards building long term relationships, knowing the positive difference trusted and credible advice can make to their lives. He has significant experience assisting a broad range of clients, including those with Self Managed Superannuation Funds. Breaking down complex structures and detailed industry information into its simplest form, to ensure his clients feel well informed and 100% comfortable, is Calvin’s key strength.

In his personal life, Calvin enjoys watching live music performances, attending comedy shows for a good laugh, and cheering for his favourite sports teams at live games. Most importantly, he relishes the quality time spent with his wife and four children. These personal interests reflect his dedication to balancing work and life, just as he encourages his clients to achieve their own financial balance.

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