Calnan Flack started in September 2013 as the collaboration of investment ideas between Jeremy Calnan and Ian Flack. Together we have over 60 years of direct market experience and we have combined our dynamic approach to investment markets into a full investor focused service offering.
Calnan Flack’s cohesive approach to investment markets is based on our understanding of the long-term cycles of Credit Markets, Asset Prices, Technology and The Effortless Advantage that drive our economies and markets. Further, it is our shared belief that asset markets move in and out of favour providing opportunities when assets are both over and under-priced.
With the long-held belief that education is at the core of great investment decision making, Calnan Flack offers a range of education workshops and tools delivering information on both the property and equity markets. Workshops are aimed at increasing investor knowledge for those wanting to engage Calnan Flacks advice solutions or for those wanting to undertake a full DIY approach.
Teaching investors the theory is only the first step. It is the practical application that has lead us to offer a range of services to help investors build profitable portfolios.
We understand that the best results are gained by working within a team. Your Calnan Flack Investor Mentor will work with chosen specialists to ensure your goals and objectives are met.
Calnan Flack’s belief in both the Share and Property Markets has seen us develop relationships with specialist services to ensure that our investors can capitalise on investment opportunities as they present.
PGW Financial Services is our dealer group and provides us with our financial services license.
To be able to provide financial advice we need to either hold an Australian Financial Services Licence (AFSL) or be authorised by a licence holder. PGW Financial Services Pty Ltd is our dealer and holds an Australian Financial Services Licence (AFSL 384713) providing us with our authority to provide you with financial advice.
The FSG is an important document which explains the services we are able to offer and how we are remunerated for them.
The Financial Services Guide (FSG) is an important document which we are required to give you under the requirements of our Australian Financial Services Licence. It provides you with information about Calnan Flack, your advisor and PGW Financial Services Pty Ltd.