Callum Howard
Financial Adviser
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About
Callum Howard is an ASIC-registered financial adviser based in Geelong, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, Callum holds a Bachelor of Business (Financial Planning) from RMIT (2000), a certification in Self Managed Superannuation Funds from Mentor Education (2015), and achieved the Certified Financial Planner designation from the FPA in 2022. Furthering his commitment to ethical practice, Callum also completed MAI769 Ethics for Financial Services at Deakin University in 2022. Callum is authorized to provide advice on a broad range of financial products, ensuring his clients receive well-rounded and informed strategies. This includes superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice, including SMSFs • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Tailored retirement planning for a secure future • Investment advice across a range of financial products Ready to take control of your financial future? Contact Callum today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Callum Howard offer?
Callum Howard provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Callum Howard have?
Callum Howard holds a Bachelor of Business (Financial Planning) from RMIT, a certification in Self Managed Superannuation Funds, and is a Certified Financial Planner. He has also completed ethics training at Deakin University.
What is the process for becoming a client of Callum Howard?
The process typically begins with an initial consultation to understand your financial goals and current situation. From there, Callum will develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are also provided.
How can financial advice help me?
Financial advice can help you make informed decisions about your money, plan for the future, protect your assets, and achieve your financial goals. It provides clarity, direction, and peace of mind.
What can I expect from a meeting with Callum Howard?
You can expect a professional and friendly environment where your financial needs are carefully considered. Callum will listen to your concerns, answer your questions, and provide clear, easy-to-understand advice.
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