Rhys Caldwell-Bastian
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Rhys Caldwell-Bastian is an ASIC-registered financial adviser dedicated to helping clients in Barton, ACT, and across Australia achieve their financial goals. With a solid foundation built upon a Bachelor of Commerce from the University of Canberra (2008), Rhys has augmented his knowledge through specialized training, including Superannuation, Retirement Planning & Social Security (Pinnacle, 2009) and Margin Lending and Geared Investments (Kaplan, 2011). Furthering his commitment to excellence, Rhys completed a Graduate Diploma of Financial Planning from Kaplan in 2024. Rhys is authorized to provide advice on a comprehensive range of financial products, focusing on superannuation, insurance solutions (including Investment Life Insurance and Life Risk Insurance) designed to protect your financial future and optimise your retirement savings. Key services include: • Superannuation advice • Retirement planning • Investment Life Insurance • Life Risk Insurance • Personal Insurance Rhys believes in building long-term relationships with his clients, offering tailored strategies to meet their individual needs and aspirations. Whether you're planning for retirement, seeking to protect your family, or looking to grow your wealth, Rhys can provide the expert guidance you need. Contact Rhys Caldwell-Bastian today to schedule a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Rhys Caldwell-Bastian offer?
Rhys Caldwell-Bastian specialises in superannuation advice, retirement planning, and insurance solutions, including Investment Life Insurance and Life Risk Insurance. He can help you create a comprehensive financial plan tailored to your specific needs.
What qualifications does Rhys Caldwell-Bastian have?
Rhys holds a Bachelor of Commerce from the University of Canberra, completed specialized training in Superannuation, Retirement Planning & Social Security, and Margin Lending and Geared Investments. He also holds a Graduate Diploma of Financial Planning from Kaplan.
What can I expect during my first consultation with Rhys?
During your initial consultation, Rhys will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that are tailored to your specific needs and provide a clear roadmap for achieving your financial objectives.
How can Rhys Caldwell-Bastian help me plan for retirement?
Rhys can assist you in developing a comprehensive retirement plan that takes into account your current savings, projected expenses, and desired lifestyle. He can provide advice on superannuation, investment strategies, and other retirement income options to ensure you have a comfortable and secure retirement.
What is the process for working with Rhys Caldwell-Bastian?
The process typically involves an initial consultation, followed by a thorough analysis of your financial situation and goals. Rhys will then develop a tailored financial plan, present it to you for approval, and implement the strategies outlined in the plan. Regular reviews and updates will ensure that your plan remains aligned with your evolving needs and circumstances.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.