
Callum Barnes
Callum brings nearly six years of experience to his role as Adviser Support at Coastal Advice Group. He is currently completing a double major in Finance and Financial Planning at Curtin University, reflecting his dedication to continuous learning and professional development.
Callum’s career path highlights his passion for helping others. Initially studying civil engineering and paramedical science, he transitioned to financial planning to join the family business, where he combined his analytical skills and attention to detail to support clients in achieving their financial goals. He finds great satisfaction in assisting clients in reducing stress, navigating complex decisions, and working towards their desired outcomes.
With extensive industry knowledge, Callum has excelled in roles ranging from Client Services Officer to managing over 500 insurance clients. He has also attended professional conferences in New Zealand and Vietnam, broadening his expertise and staying current with industry trends.
Outside of work, Callum is an avid sports fan, supporting the West Coast Eagles, Perth Wildcats, and Perth Scorchers. He enjoys boxing, spending time with his Cavoodle, Ollie, and engaging in causes close to his heart, including Team Spencer, a foundation his girlfriend’s family started to support motor neurone disease (MND) research.
Callum’s commitment to his clients and his profession drives him to provide exceptional support and service. He aims to make a positive impact, ensuring that clients feel confident and secure in their financial futures while contributing to the continued professionalism of the financial planning industry.
If you’d like to ask Callum any questions please contact him by phone or email
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