01
Start with the client
The strategy begins with understanding what is important to you, what you are trying to achieve and the trade-offs you are prepared to make.
Advice should reflect the person, not a template.
Callum Burns is the founder and financial adviser behind Deltafi. He works with clients whose needs range from straightforward investment, superannuation and cash-flow decisions through to more complex strategies involving property, SMSFs, debt, business interests and intergenerational wealth planning.
He has a particular interest in portfolio construction and in helping clients understand how each decision affects their broader position, rather than considering products or investments in isolation.
Outside of work, Callum enjoys soccer, tennis and training at the gym. Callum and his partner Priya enjoy visiting local cafes and spending time with friends and family around the fire.
Education
Bachelor’s degree in Finance and Economics, UNSW
Professional study
Graduate Diploma of Financial Planning, Kaplan Professional
Professional standing
Registered financial adviser and qualified tax relevant provider
Our philosophy
Personal advice, built around what matters.
A financial plan should reflect your goals, values, priorities and real-world constraints. It should also give you a clear path from deciding what to do through to getting it implemented.
02
No cookie-cutter solutions
Advice is shaped around your circumstances rather than forcing every client into the same portfolio, structure or standard financial plan.
03
Clear and coordinated
Recommendations should explain the reasoning, model the important trade-offs and provide a managed implementation path.
04
No referral kickbacks
Professional relationships are selected for their capability and suitability for the client—not because Deltafi receives a referral payment.
A good plan should make the next step clearer.
Book an initial conversation to discuss what you are working towards and whether Deltafi is suited to helping you.