About Caleb

Caleb is a Private Wealth Adviser in the Sydney office for Shadforth Financial Group.

Caleb is committed to helping clients make considered financial decisions with clarity and confidence. Having seen the impact of suboptimal financial decisions and the effect they can have on a family over time, he developed a strong appreciation for the value of thoughtful advice and long-term planning.

He believes good financial advice is about more than strategies and numbers. It is about helping people feel informed, organised and confident in their future. Caleb enjoys working with successful professionals and families who value a trusted relationship, clear guidance and a long-term approach to building and protecting wealth.

Caleb’s approach is calm, practical and personalised. He aims to simplify complexity, explain things clearly, and help clients make sound decisions at each stage of life, knowing that the small, and sometimes large choices made along the way can compound into lasting positive results.

Education and Experience

Caleb holds the following qualifications:

• Certified Financial Planner (CFP®)
• Master of Financial Planning, Kaplan Professional
• Bachelor of Business Administration, Macquarie University

Caleb has worked in the financial planning industry for 9 years, supporting clients with the kinds of complex and evolving needs that are often central to comprehensive private wealth advice.

He is focused on helping clients make smart decisions across all stages of life, whether that involves building wealth, structuring investments, planning for retirement or creating greater financial clarity and direction. Caleb values advice that is technically strong, easy to understand and tailored to each client’s priorities.

Outside of work

Away from work, Caleb enjoys keeping fit wherever he can – be it running, strength training, bushwalking, soccer or tennis. Most of all, he values spending time with his wife and two young boys.