Callum Tabor

Private Client Adviser

Callum Tabor believes good financial advice should feel like a weight off your shoulders, not another burden to carry. That philosophy shapes everything he does.

Callum works with a diverse range of clients - business owners, professionals, retirees - helping them navigate the complexities of building sustainable wealth and preserving it for future generations. His focus areas include retirement planning, wealth accumulation, and investment planning, with specialist training in self-managed super funds.

I'm passionate about building strong client relationships by understanding what matters most to each person.

What matters most to Callum is understanding what's truly important to each client. He builds tailored strategies around their long-term goals, bringing clarity and confidence to decisions that can otherwise feel overwhelming. As a trusted point of contact, he helps clients navigate complex financial choices with ease.

Outside work, Callum is an avid golfer and hockey player. On weekends, he loves exploring Tasmania's beaches and wilderness - and discovering new coffee spots with his partner.

Callum's Expertise

Retirement Planning

Superannuation including Self-Managed Superannuation

Portfolio Construction and Ongoing Management

Wealth Preservation and Risk Management

Tax Management

Estate Planning

Asset Protection

Qualifications

Bachelor of Business (University of Tasmania)

Bachelor of Economics (University of Tasmania)

Postgraduate Diploma in Financial Planning