Our Team

We all share a desire to work in partnership with you in planning, implementing and protecting your lifestyle and financial goals. These are the key drivers of our passion and commitment to you.

Meet Our Financial Planners

Michel Chalmers CFP

®

Founder, Principal Financial Planner

B.Bus (FinPlan), DipFP

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"For me, it's all about those life changing conversations with people, and seeing them prosper as a result."

Oliver Ladd

CFP

®

Partner, Principal Financial Planner

ADFS FP, B.AppSc

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"It is great to connect with real people and help them make smart decisions when it comes to their money so they can live well."

Demelza Lister AFP

®

Senior Financial Planner

B.Bus (Mgt), ADFP

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"I love that I can make a real difference in people's lives, guiding them to financial freedom."

Dave Horan

CFP

®

Senior Financial Planner

DFS (FP),  ADFS (FP),  LREA

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"To me, financial advice is all about helping people live more fulfilled lives - money is a means to that end, but not the goal in itself."

Craig Brinsdon

AFP

®

Senior Financial Planner

B.Comm, GradDipFP

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"Knowing that my help and guidance can be the difference between just dreaming about your goals and actually achieving them is a great motivator."

Meet Our Associates, Client Services Managers & Administrators

Kelly Tucker

Client Services Manager

Dip. Acc

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"I enjoy making our client's lives easier, reducing the burden and stress of paperwork that I know they appreciate."

Hannah Arnold CFP

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Associate Planner

B.Bus (Acc), DipFp

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"I really enjoy working for and developing relationships with clients as well as the strategic thinking involved with financial planning."

Dianne Bainbridge

Client Services Manager

ADFP

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"Knowing that I will still be working with clients and seeing their plans come to fruition will be very rewarding."

Lana Campisi

Client Services Manager

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"I love being able to assist people with creating financial security and freedom, and then seeing them enjoy their lives and retirement years without financial stress and worries."

Ellen Cameron

Client Services Manager

Completing Bachelor of Commerce

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"I love how financial planning helps clients achieve their goals - whatever they may be, while taking into account all aspects of their lives."

Kate O'Dwyer

Client Services Manager

B.Bus (Mkt) DipFin

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"I love being able to work with a fantastic team to help our clients plan for success and a comfortable future."

Currently on Maternity Leave

Jacky Chalmers

Business Operations Manager

B.Bus (EcFin), DipFP

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"It is a pleasure to work with a team that shares a commitment and passion to make our clients' lives better."

Charmaine Buot

Client Services Administrator

B.Bus (Admin)

"It has always been a dream to work in an organisation that guides people with their financial goals and leads them all the way to achieve their ultimate vision of success."

Yani Gutana

Client Services Administrator

B.Bus (Admin)

"It is a privilege to work with a team that finds ways for people to live their best lives and with the resources that they have."

New Team Member

Client Services Manager

Coming Soon

We will have a new team member joining our Shepparton team soon!

Albury Office

02 6067 2060

 

Suite 5, 592 Dean Street

Albury NSW 2640

PO Box 1025, Albury NSW 2640

Email us now

03 5831 9000

60 Railway Parade

Shepparton VIC 3630

PO Box 1357 Shepparton VIC 3630

 

Email us now

                   Shepparton Office

Chalmers Private Wealth Pty Ltd ACN 145 241 210 ATF CPW Unit Trust ABN 36 606 871 308

Authorised Representative of GWM Adviser Services Limited, ACN 002 071 749

An Australian Financial Services Licensee Registered office at 105 - 153 Miller Street North Sydney NSW 2060

Most of our beautiful photos are of the Goulburn Valley region,  taken by locals.