WHO WE AREOur Team
Calan Choke
Principal Adviser / Director
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About Calan
Calan is the founder and principal adviser of Calan Wealth Management.
Calan is a specialist in Superannuation & Retirement strategies, Investment Portfolio Management, complex structured products, and Comprehensive Insurances. His primary objective is to ensure his clients receive the best outcome to succeed in their retirement, and is known for his integrity, honesty, and professionalism.
Calan has completed the Designation of CIMA® (Certified Investment Management Analyst®), which was awarded with the joint support of Yale School of Management and the Investment and Wealth Institute (IWI). CIMA® certification is the peak international, technical portfolio construction program for investment analysts and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisers.
As part of his continued contribution to the financial planning sector, Calan is involved with Financial Advice Association Australia (FAAA) as a committee member and dedicates his time in mentoring young financial planners external to his firm and encourages the push towards the pursuit of continuous improvement and excellence for the financial industry.
During his leisure, Calan is a keen golfer, teeing off with his two sons most Sunday afternoons. Calan also loves coffee – the stronger the better and enjoys the Melbourne coffee culture. You will always see him take advantage the wonderful coffee spots all over the eastern suburbs, especially near Camberwell junction.
Professional experience:
Calan spent the last 18 years in the financial planning industry, including Hillross Wealth Management (AMP), BankWest & ANZ Bank.
Education and Qualifications:
Bachelor of Business (Economics & Finance)
Graduate Diploma (Professional Accounting)
CPA Program
CPA – Financial Planning Specialist program
CFP Certification Program
CIMA Certification - Yale School of Management (Executive Education)
Professional Designations:
CFP® - Certified Financial Planner (FPA)
CPA - Certified Practising Accountant
FPS - Financial Planning Specialist of CPA Australia
CIMA® – Certified Investment Management Analyst®
Janrene Leong
Financial Adviser
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About Janrene
As a dedicated financial adviser, Jan is passionate about providing quality advice and personalised solutions to suit your needs.
Jan specialises in Superannuation strategies, Managed Investments, structured products, and Comprehensive Insurances.
Her primary objective is to ensure clients receive the optimum outcome in succeeding in their goals, big or small. She believes in getting the fundamentals right from the start, because it serves as the solid foundation your financial future.
Jan is competent in financial advice strategies and industry regulations and is well-informed on products and services available in the market.
Jan is known for her unwavering optimism and her relentless attention to detail.
As a past time, Jan loves keeping active by hiking up a mountain or daily hitting the gym early in the morning. Jan is also keenly interested in exploring - whether it’s taking the family on a camping adventure within Victoria, heading out along one of Australia’s iconic roads or jetting off with her two young boys and exploring internationally - Jan’s all about taking it to the next level!
Professional Experience
Having worked in the Finance & Accounting profession for more than 15 years, Jan is involved and experienced in many facets of business & personal advisory.
Education and Qualifications:
Bachelor of Commerce (Accounting & Finance)
Graduate Diploma of Chartered Accounting
Diploma of Financial Planning
Professional Designations:
CA - Chartered Accountant of the Chartered Accountants Australia and New Zealand
Rae Kutrolli
Senior Paraplanner
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About Rae
Rae specialises in constructing advice documents based on the adviser’s detailed analysis.
She gets a kick out preparing easy to follow flowcharts and graphs and writes in a way that helps you to easily understand the benefits and future outcomes of the advice given.
She is known for her high level of technical competency, problem solving skills and attention to detail.
Outside of work, Rae enjoys living beachside and loves spending time outdoors with her toy Cavoodle, Savvy.
Rae is known for her integrity, attention to detail, honesty, and professionalism.
Professional experience
Having worked in the financial services industry for more than 20 years, Rae is competent in financial advice strategies and industry regulations and well-informed.
Education and Qualifications:
Bachelor of Business (Enterprise Development).
Diploma of Financial Planning
CFP Certification Program
Train Small groups and Deliver Training Sessions.
Business Leadership Program
Professional Designations:
CFP® - Certified Financial Planner (FPA)
Stephanie Trace
Practice Manager
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About Stephanie
Stephanie, as our Practice Manager, is in a supporting role for both Calan, Jan and Rae and is your first point of contact with our firm.
Stephanie relishes the chance to get to know clients and make meaningful connections. By engaging on a one-to-one level ensures that the CWM team execute and exceed the highest expectations for our clients.
Outside of work, Stephanie is a mum to three teenagers and is heavily active with volunteering at their schools, as well as giving her time to many local community organisations and charities.
Stephanie loves to hit the tennis court with friends and is a keen golfer.
Professional Experience
Stephanie brings to this role more than a decade of administrative experience and a wide-ranging understanding of many customer service industries such as insurance, teaching, sports/fitness and real estate.
Education and Qualifications:
Bachelor of Social Science
Certificate IV in Business (Human Resources)
Graduate Diploma of Business (Human Resource Management)
Certificate IV (Real Estate Practice)
Professional Memberships:
Australian Human Resource Institute (AHRI)
Women of Whitehorse (WoW)