Financial Adviser
· DARLINGHURST, NSW
Callum Dale Newell
No disciplinary history on record with ASIC
DARLINGHURST,
NSW
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001297412
About Callum Dale Newell
Callum Dale Newell is a financial adviser based in Darlinghurst, New South Wales, with 3 years of experience in the financial services industry since 2023. Callum is currently authorised under Paragem. Callum holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Callum's qualifications include a Bachelor of Commerce (Financial Planning) from University of New England.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Monarch Institute
2018
Advanced Diploma of Financial Planning
Monarch Institute
2022
Bachelor of Commerce (Financial Planning)
University of New England