Financial Adviser · TORONTO, NSW

Sally Elizabeth Callen

TORONTO, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001246769

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

Sally Elizabeth Callen is a financial adviser based in Toronto, New South Wales, with 10 years of experience in the financial services industry since 2016. Sally is currently authorised under Politis Investment Strategies. Sally holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sally's qualifications include a Master of Taxation from The University of NSW. Sally is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Commerce

The University of Newcastle

1997

Professional Year

Chartered Accountants Australia New Zealand

2002

Master of Taxation

The University of NSW

2016

Diploma of Financial Planning

International Institute of Technology

2016

Specialist Self Managed Superannuation Funds Course

International Institute of Technology

2021

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

2025

Superannuation and Retirement Advice (FPC003)

Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Aug 2016 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register