Tim McCallum Email
Practice Manager WA and SA @ Capstone Financial Planning
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Tim McCallum Location
- Perth, WA, AU
Tim McCallum Work
- 2024 -now Practice Manager WA and SA @
- 2023 -now National Grants Committee Member @
- 2011 -now WA Committee Member @
- 1999 -now Patron @ Scarborough Amateur Football Club
- 2012 -2023 Regional Manager, WA @ Perpetual Asset Management Australia
- 1983 -2016 Committee Member @ Scarborough Amateur Football Club
- 2012 -2012 General Manager WA, 10X (Contract) @
- 2007 -2011 Regional Manager WA, Distribution @
- 2005 -2007 State Manager, WA @ Guardian Financial Planning & Cameron Walshe
- 1990 -2005 Advice Management Roles @ AMP Financial Planning
- 1987 -1990 Insurance and Investment Adviser @ Getley Paulsen & Associates Pty Ltd
- 1982 -1987 Bank Officer @
Tim McCallum Education
- CFA Institute
Claritas Investment Certificate (Investments and Securities)
2013-2013 - Deakin University
Diploma of Financial Planning (Financial Planning and Services)
1995-2001 - Financial Planning Association
Certified Financial Planner
1995-2001 - Pacific Institute 1992-1992
- University of Technology
Certificate of Workplace Assessment
1991-1992 - Scarborough Senior High School
TAE (Economics, Accounting, Geography, Human Biology, Maths, English)
1977-1981
Tim McCallum Skills
- Business Strategy
- Business Planning
- Sales Management
- Financial Planning
- Coaching
- Team Leadership
- Insurance
- Superannuation
- Investments
- Financial Advice
- Wealth
- Wealth Management
- New Business Development
- Retirement Planning
- Change Management
- Strategic Planning
- Succession Planning
- Budgeting
- Customer Relations
- Mentoring
- Negotiation
- Business Management
- Team Building
- Strategic Financial Planning
- Management
- Investment Advisory
- Training
- Relationship Management
- Financial Services
- Small Business
- Wealth Management Services
- Recruiting
- Asset Allocation
- Business Development
- Portfolio Management
- Leadership
- Investment Strategies
- Financial Advisory
- Estate Planning
- Financial Planners
- Funding
- Risk Management
- Pensions
- Retirement
- Personal Financial Planning
- Investment Management
- Debt Management
- Life Insurance
- High Net Worth Individuals
- Client Relations Skills
Tim McCallum Summary
- Tim McCallum, based in Perth, WA, AU, is currently a Practice Manager WA and SA at Capstone Financial Planning. Tim McCallum brings experience from previous roles at Future2 Foundation, Future 2 Foundation, Scarborough Amateur Football Club and Perpetual Asset Management Australia. Tim McCallum holds a 2013 - 2013 Claritas Investment Certificate in Investments and Securities @ CFA Institute. With a robust skill set that includes Business Strategy, Business Planning, Sales Management, Financial Planning, Coaching and more. Tim McCallum has 1 emails on RocketReach.
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Top Capstone Financial Planning Employees
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Adelaide, SA, AU
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Melbourne, VIC, AU
Carolyn Watts
Client Adminstration Officer
Melbourne, VIC, AU
Belinda Lloyd
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Ashnah Mumtaz
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Christy Wang
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