Financial Adviser · MELBOURNE, VIC

Caleb James Ludlow

MELBOURNE, VIC
4 Years experience
Tax advice
authorised
ASIC Registered · ADV 001299952
Currently at
Melbourne, VIC (firm address)

Caleb James Ludlow is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Caleb is currently authorised under Hewison & Associates, operating through Hewison & Associates. Caleb holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Caleb's qualifications include a MASTER OF FINANCIAL PLANNING from DEAKIN UNIVERSITY. Caleb is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2019
Bachelor of Commerce (Financial Planning)
Deakin University
2023
MASTER OF FINANCIAL PLANNING
DEAKIN UNIVERSITY
2023
SMSF Specialist Advisor (SSA) Program
SMSF Association
2024
Certfied Financial Planner
Financial Advice Association of Australia

Registration History

May 2023 - Present Current
Oct 2022 - May 2023 Ceased

Source: ASIC Financial Advisers Register