Financial Adviser · CRANBOURNE, VIC

Calvin Mcleod

CRANBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270067

Currently at

Highview Wealth Solutions (Aust)

Cranbourne, VIC (firm address)

View firm profile

About Calvin Mcleod

Calvin Mcleod is a financial adviser based in Cranbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Calvin is currently authorised under Highview Wealth Solutions (Aust). Calvin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Calvin's qualifications include a Bachelor of Business and Commerce from Monsash University. Calvin is a member of CPA Australia (CPA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business and Commerce

Monsash University

2015

CPA

CPA Australia

2016

Diploma of Financial Planning

Integrity Education

2018

SMSF Specialist Advisor

SMSF Association

2019

FPC002B Ethics and Porfessionalism in Financial Advice

Ethics - KAPLAN PROFESSIONAL

Registration History

Highview Wealth Solutions (Aust) Pty Ltd

Oct 2023 - Present Current

Ashfords Wealth Advisors Pty Ltd

Nov 2018 - Sep 2023 Ceased

Source: ASIC Financial Advisers Register