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/About Us
About Us 2018-02-19T12:59:05+00:00

ETHICAL, INNOVATIVE, STRATEGIC FINANCIAL ADVICE

DIRECTORS IAN FLACK & JEREMY CALNAN

I do feel immense gratitude that Cathy Stacey and team are here in Geelong. I’ve never felt surer of anything in my life. I sometimes feel at 45, I might have missed the boat financially. Not much Aussie Super, and even fewer fixed assets, just catching up now. Life as an entrepreneur can seriously gouge a gal. Yes- there is work to be done. But- I now know I’m not alone in this! Cathy, you honestly bring a certain, unique intuition and grounded insight to the table. I feel like I’m in good hands. There’s a road map and serious smarts at play. I do feel reassured that I have found an investor mentor to show me the way. Sure – the income is my look out. But what do with it? I’m no longer alone. (And yes – this is subject to all the usual small print.) Thank you.

Stephanie Beitzel

LEARN ABOUT US & OUR METHODOLOGY

Your Financial GPS

Economic Cycle Action Plan

The Economy Is Predictable

OUR STORY

BEGINNINGS

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.

CYCLES

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.

EDUCATION

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.

WORKING TOGETHER

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.

Our Mission Statement
Our Economic Cycle Action Plan

OUR TEAM

Ian Flack

IAN FLACK

DIRECTOR AR 449181
INVESTMENT COMMITTEE CHAIRMAN

Founding Director of Calnan Flack.

Phone 0406 991 376    FSG

Bio

Jeremy Calnan

JEREMY CALNAN

DIRECTOR AR 244353
INVESTMENT COMMITTEE SECRETARY

Founding director of Calnan Flack.

Phone 0408 821 925    FSG

Bio

Cathy Stacey

CATHY STACEY

INVESTOR MENTOR AR 1251236

Phone 0425 702 655    FSG

Bio

MARK AUSTIN

MORTGAGE & CREDIT ADVISOR

Credit Representative Number 464653 of BLSSA Pty Ltd Australian Credit Licence No. 391237

James Flack

JAMES FLACK

CLIENT SERVICES
Bio

ELIZABETH FLACK

ANALYST
INVESTMENT TEAM MEMBER
Bio

Alice Pic

ALICE CALNAN

BUSINESS MANAGER
Bio

KATHERINE BURNS

INVESTMENT COMMITTEE MEMBER
Bio

ROBERT VAGG

INVESTMENT COMMITTEE MEMBER
Bio

KYM PETERS

INVESTMENT COMMITTEE MEMBER
Bio

JENNY FLACK

CUSTOMER SERVICE

OUR PARTNERS & ASSOCIATES

Mark Williams

MARK WILLIAMS

PROPERTY SPECIALIST
Bio

Examine Property

Examine Property

CAS Group

CAS Group Accountants

Providence

Providence Property

Partner Logos

Indie Lane Photography

COMPLIANCE

PGW FINANCIAL SERVICES

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.

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FINANCIAL SERVICES GUIDE

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.

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