Callum A.

Background

About Callum A.

As a Paraplanner at Sedulo Wealth, I support advisers in delivering personalised financial plans that help clients achieve long-term security and peace of mind. With experience across investment analysis, tax planning, cashflow forecasting and suitability report writing, I play a key role in developing well-structured, compliant and client-focused advice. I hold the CII Level 4 Diploma in Regulated Financial Planning, along with the Certificate in Mortgage Advice, and have completed additional exams in Equity Release and Long Term Care Planning. These qualifications reflect my broad technical knowledge across key areas of financial advice. I’m now working towards the CII Level 6 Advanced Diploma in Financial Planning to further develop my expertise and continue growing in the profession. I’m passionate about providing high-quality support and contributing to positive client outcomes through thoughtful, well-informed planning.