Financial Planner Profile

Name: Calvin Wilkins

Qualifications: Bachelors Degree in Business majoring in Economics and Finance

Calvin specialises in meeting with new clients to help them understand their current position, identify and prioritise their goals and uncover their full financial potential.

Calvin gets satisfaction from assisting clients to understand, take control of, grow and protect their wealth which is complemented by considering their important personal & lifestyle goals.

When Calvin isn’t working with new clients he can be found reviewing the financial plans of existing clients, providing ongoing support and helping them to stay on track.

Calvin lives in Melbourne and has clients located in the inner city, suburbs and regional areas of Victoria.
In his personal time, Calvin plays competitive basketball, is an avid reader and spends time with family and friends.

Documents:

Financial Planning Services:

  • Deposit and Payment Products
  • Life Products
  • Managed Investment Schemes
  • Retirement Savings Account Products

  

  • Securities
  • Superannuation
  • Margin Lending Facility