Through several years of practical experience, training and education Caleb has developed an extensive knowledge base in all areas of financial planning. From his early beginnings with Stonehouse as a technical specialist, Caleb has become a valued partner of the firm, providing financial advice to a broad range of clients to assist them in achieving their financial goals.

Caleb’s tertiary qualifications include a Bachelor of Commerce with majors in Financial Planning and Accounting (Griffith University) and a Diploma of Financial Services (Kaplan). He has also obtained the very highly regarded industry qualification of CERTIFIED FINANCIAL PLANNER™ (CFP®), a reflection of his commitment to achieving the highest standard of ongoing training, professionalism and ethics.

Through his conservative approach to financial planning, Caleb’s strategic advice is structured to ensure that client objectives are met, whilst limiting risk exposure. A large source of Caleb’s knowledge is drawn from his personal dealings in property, diversified investments, and being a long term practitioner of the ‘buy and hold’ approach of quality assets.

During his time out of the office Caleb enjoys socialising with family and friends, and partaking in the occasional round of golf.