For the past decade Caleb has been directly involved with the financial planning profession and maintains industry leading qualifications. Due to extensive experience with high income clientele, Caleb has come to specialise in tax planning, asset structuring and funds management.

As a member of the Stonehouse advisory team, Caleb’s services can incorporate the creation of a strategic plan concerning debt management (loan structures), wealth protection (personal insurance, employer sponsored insurance), asset acquisitions, self managed superannuation funds, retail superannuation funds, investment strategies and trust structures.

Ongoing service and quality of advice is of greatest importance to Caleb, as client satisfaction and longevity is the key to success in any long term strategy.

Caleb holds a seat on the Stonehouse compliance committee and investment committee.

Qualification and Memberships:

• Diploma of Financial Planning (Kaplan)
• Bachelor of Commerce in Financial Planning – majoring in Accounting (Griffith University)
• Completing Master of Business Administration – Specialisation in Financial Planning (University of Southern Queensland)
• Member - Australian Institute of Company Directors
• Certified Financial Planner™ - Financial Planning Association of Australia