Callum Howard
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300338
- Location
- Geelong VIC 3220
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706); Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 15 April 2025
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2000); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2022); MAI769 Ethics for Financial Services, Deakin University (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Callum Howard
Callum Howard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Geelong, Victoria (adviser number 000300338).
The licensee Callum advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The register also lists Charter Financial Planning Limited (licence 234665). The current authorisation started on 15 April 2025.
According to the register, Callum first provided financial advice in 2001. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2000), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Callum Howard a registered financial adviser?
Yes. Callum Howard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300338.
Which licensee does Callum Howard work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706 and Charter Financial Planning Limited, Australian financial services licence 234665.
What can Callum Howard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."