Welcome to McCullum Financial Services

McCullum Financial Services was established in 2002 to bring specialist advice that is suitable for individual, family and/or business requirements. We also provide corporate advisory and services to not for profit.

We provide services across specialities of wealth creation, financial planning, superannuation, insurance, investments and taxation. We have identified and recognised a demand by Australians for an end-to-end service, one optimised strategy rather than several potentially conflicting ones. Our business is built on bringing clients a network of professional advisers in accounting, stockbroking, legal and property, which share our values and focus on you the client.

Our goal in offering these services within a single organisation is to establish a system in which all financial and investment related affairs can be conducted with expertise and efficiency. You are welcome to use any of our services and if required we can, and for some clients do, work professionally and productively with nominated professionals outside of our organisation.

As a Credit Representative of Australian Loan Company (377711) we also offer mortgage and lending solutions for both residential and commercial property, vehicle financing including chattel mortgage, novated leasing, commercial hire purchase, plant and equipment finance solutions. We are happy to work with your existing lender and business banker.

Our business is run focusing on our Mission Statement and Core Values.