WHO WE ARE

Our Team

Calan Choke
Principal Adviser / Director

  • About Calan

    Calan is the founder and principal adviser of Calan Wealth Management.

    Calan is a specialist in Superannuation & Retirement strategies, Investment Portfolio Management, complex structured products, and Comprehensive Insurances. His primary objective is to ensure his clients receive the best outcome to succeed in their retirement, and is known for his integrity, honesty, and professionalism.

    Calan has completed the Designation of CIMA® (Certified Investment Management Analyst®), which was awarded with the joint support of Yale School of Management and the Investment and Wealth Institute (IWI). CIMA® certification is the peak international, technical portfolio construction program for investment analysts and wealth management professionals. CIMA® certification continues to be the highest level of advanced investment education for client-facing advisers.

    Professional experience:

    • Calan spent the last 17 years in the financial planning industry, including Hillross Wealth Management (AMP), BankWest & ANZ Bank.

    Education and Qualifications:

    • Bachelor of Business (Economics & Finance)

    • Graduate Diploma (Professional Accounting)

    • CPA Program

    • CPA – Financial Planning specialist program

    • CFP Certification Program

    • CIMA Certification - Yale School of Management

    Professional Designations:

    • CFP® - Certified Financial Planner (FPA)

    • CPA - Certified Practising Accountant

    • FPS - Financial Planning Specialist of CPA Australia

    • CIMA® – Certified Investment Management Analyst®

Janrene Leong
Financial Adviser

  • About Janrene

    As a dedicated financial adviser, Jan is passionate about providing quality advice and solutions to personalised to your needs.

    Jan specialises in Superannuation strategies, Managed Investments, structured products, and Comprehensive Insurances. Her primary objective is to ensure clients receive optimum outcome in succeeding their goals, big or small. She believes in getting the fundamentals right from the start, because it serves as the solid foundation your financial future.

    Jan is competent in financial advice strategies and industry regulations and well-informed on products and services available in the market.

    Professional Experience

    Having worked in the Finance & Accounting profession for more than 15 years, Jan in involved and experienced in many facets of business & personal advisory.

    Education and Qualifications:

    • Bachelor of Commerce (Accounting & Finance)

    • Graduate Diploma of Chartered Accounting

    • Diploma of Financial Planning

    Professional Designations:

    CA - Chartered Accountant of the Chartered Accountants Australia and New Zealand

Rae Kutrolli
Senior Paraplanner

  • About Rae

    Rae specialises in preparing and constructing advice documents that is comprehensible as outlined by the advisers. She is known for her high level of technical competency, problem solving skills, attention to detail and organisation skills.

    Rae is known for her integrity, attention to detail, honesty, and professionalism.

    Professional Experience

    Having worked in the financial services industry for more than 20 years, Rae is competent in financial advice strategies and industry regulations and well-informed.

    Education and Qualifications:

    • Bachelor of Business (Enterprise Development).

    • Diploma of Financial Planning

    • CFP Certification Program

    Professional Designations:

    • CFP® - Certified Financial Planner (FPA)