SALLY ELIZABETH CALLEN
Financial Adviser · Toronto, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
1997 - Professional Year - Professional Designations - Chartered Accountants Australia New Zealand
2002 - Master of Taxation - - The University of NSW
2016 - Diploma of Financial Planning - - International Institute of Technology
2016 - Specialist Self Managed Superannuation Funds Course - - International Institute of Technology
2021 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
2025 - Superannuation and Retirement Advice (FPC003) - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.