Welcome to Chalmers Private Wealth
Our principal financial planners – Michael Chalmers (CFP®), and Oliver Ladd (CFP®) both share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers to our passion and commitment in the field of financial planning.
Chalmers Private Wealth is proud to be an FPA Professional Practice, which highlights our commitment to the highest professional and ethical standards through upholding the Financial Planning Association's Code of Professional Practice.
Michael Chalmers CFP®
Oliver Ladd CFP®
We are also proud to be part of the CBUS & FPA Member Referral Program.
About the Financial Planning Association of Australia
The Financial Planning Association of Australia (FPA) is the peak professional body for financial planning in Australia. FPA practitioner members manage the financial affairs of more than 5 million Australians whose investments are valued at $630 billion. The FPA's professional framework holds the highest standards for financial planning regulations around the world. Click here to visit the FPA website for more information.
News & Updates
New Premises at 60 Railway Parade, Shepparton VIC 3630
At last, Chalmers Private Wealth has found a new home at 60 Railway Parade, Shepparton!
We have plenty of room for all staff, and more importantly, our clients, who will also have ample off-street car parking (via the Anytime Fitness driveway entry), as well as free parking at the front of the building.
Please note, we will no longer be receiving faxes, due to the dwindling use by clients, in favour of emails.
We look forward to seeing you all in our new premises in the future.
Photography Competition - and the winners are . . .
Prue Peters Photography has judged all of the entries and we are excited to announce our Winners!!
(Photo credit: Rebecca Dalton)
(Photo credit: Jamie Noonan)
These vibrant colours will look fantastic on our new office walls, and we can't wait to get them printed!
We'd like to thank Prue Peters for her judging expertise, everyone who liked and shared our posts, and a massive thank you to those who entered your beautiful photos, it made the final decision really hard to make.
We will let everyone know when the wallpaper has been hung over the coming months, so you can check it out!
If you want to check out some of the other wonderful entries, check out our facebook album here
Bec & Jamie, will each receive a cash prize of $200. Congratulations!