Caleb joined Hewison in 2023, bringing with him a wealth of experience from previous roles in the financial services industry. Caleb’s experience spans many aspects of financial planning, including the development and execution of investment strategies, wealth management, and managing client relationships. This experience coupled with Caleb’s deep understanding of investment markets and the needs of clients has delivered two well-deserved promotions inside 12 months culminating in Caleb’s advancement to Wealth Adviser.

Caleb’s education is extensive and has achieved the highest level of accreditation, as a Certified Financial Planner (CFP®) and holds the following qualifications:

• Bachelor of Commerce (Financial Planning)
• Bachelor of Property & Real Estate
• Master of Financial Planning
• Accredited Self-Managed Super Fund (SMSF) Specialist Adviser (SSA®) – accredited by the Self-Managed Super Fund Professionals Association of Australia (SPAA®)

Caleb’s dedication to helping clients achieve their financial goals through tailored solutions and insightful guidance has made him a valuable and trusted asset to the entire Hewison team and his clients.

Growing up, Caleb’s passion was soccer, even taking him to Europe, however, he always had a fascination with investment markets and recognised the critical role money plays in the world. This led Caleb to the advice industry, allowing him to fulfil a purpose greater than himself. Assisting clients to reach their financial goals has given Caleb a deep sense of satisfaction and passion and purpose for his work. Knowing that his efforts make a meaningful difference reinforces his commitment and drive as a Wealth Adviser.

Caleb enjoys spending quality time with friends and family, is a passionate sports enthusiast, playing Futsal and Golf regularly and avidly supports Essendon and Arsenal in equal measure. One of Caleb’s favourite travel experiences was being in Buenos Aires when Argentina won the World Cup final.