Sally Elizabeth Callen
Financial Adviser in Toronto, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246769
- Location
- Toronto NSW 2283
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 22 August 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, The University of Newcastle (1993); Professional Year, Chartered Accountants Australia New Zealand (1997); Master of Taxation, The University of NSW (2002); Diploma of Financial Planning, International Institute of Technology (2016); Specialist Self Managed Superannuation Funds Course, International Institute of Technology (2016); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2021); Superannuation and Retirement Advice (FPC003), Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Sally Elizabeth Callen
Sally Elizabeth Callen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toronto, New South Wales (adviser number 001246769).
Advice is given under the Australian financial services licence of Politis Investment Strategies Pty Ltd, licence number 253125. The current authorisation started on 22 August 2016.
According to the register, Sally first provided financial advice in 2016. The qualifications listed for Sally include Bachelor of Commerce (The University of Newcastle, 1993), Professional Year (Chartered Accountants Australia New Zealand, 1997) and Master of Taxation (The University of NSW, 2002). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Sally is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Sally Elizabeth Callen a registered financial adviser?
Yes. Sally Elizabeth Callen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246769.
Which licensee does Sally Elizabeth Callen work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Sally Elizabeth Callen give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."