WHO WE ARE

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.

Michael has been working in the financial planning industry for over 20 years. Over that time, he has gained a wealth of experience and knowledge, in varying roles, working with a wide range of clients, industry professionals, and businesses. He prides himself on extending his knowledge and capabilities to better serve our clients and the industry as a whole.

He is also a national panel member of the Financial Planning Association's Conduct Review Commission.

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

 

Michael Chalmers CFP®

 

B.Bus (FinPlan), DipFP

Principal Financial Planner 

Authorised Representative

Oliver led a successful career in marketing and product development for a multi-national sporting company and ran his own business. However, an interest in financial planning resulted in a change in career to follow his passion to help and connect with real people.

Since 2011, Oliver has gained extensive experience working across Melbourne and regional Victoria in the financial planning industry, while accomplishing his Certified Financial Planner designation.

He has since forged a strong business partnership as a stakeholder and principal financial planner with Chalmers Private Wealth.

 

Oliver Ladd CFP®

 

ADFS FP, BAppSc

Principal Financial Planner 

Authorised Representative

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

Demelza has been a Financial Planner since 2005, after undertaking further studies to make a real difference to people's lives, and is now a part of the Chalmers Private Wealth team, based in Albury.

Her ability to empathise with each clients' situation has enabled her to guide people through difficult and challenging times, as well as the joyous times.

Demelza's compassion and work ethic were recognised at the  2018  National MLC Conference when she was awarded the Client Service & Community Award at the MLC National Conference. The award was for her pro bono work in helping a local man, who could not read or write, lodge a successful insurance claim after a truck accident. 

One of her greatest moments is being part of a client's journey as they work together to plan, implement and transition to retirement.

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Demelza Lister AFP®

 

B.Bus, ADFP

Principal Financial Planner 

Authorised Representative

"Financial planning found me when I realised I could make a real difference in people's lives, guiding them to financial freedom."

Di has been involved in banking and financial services most of her adult working life, being the principal financial planner and co-owner of Gold Financial Services in Albury, which has now become part of Chalmers Private Wealth.

 

While she is excited to be stepping away from her role as a financial planner, she is happy to be continuing her involvement in the business and with her 'former' clients as the Client Services Manager.

Her experience, integrity, and knowledge will be a great asset, as well as her ability really connect with clients, and foster long-lasting partnerships.

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Dianne Bainbridge 

 ADFP

Client Service Manager

(Former Financial Planner)

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

Kelly has been a key part of the Chalmers Private Wealth team since 2011. She has completed a Diploma in Accounting, but her passion and interest in financial planning and the relationships forged are her key drivers.

 

Her primary role is to act as the liaison between both the financial planning team here and our clients. This is backed by her extensive knowledge of the industry, key business partnerships, products, and implementation processes.

 

Kelly is also responsible for the overall management of the office. 

 

Kelly Tucker

Dip. Acc

Client Services Manager

"I love our clients, so I enjoy making their lives easier, reducing the burden and stress of paperwork that I  know they appreciate ."
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Lana Campisi

 

Client Services Manager

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

Lana joined the Chalmers Private Wealth team in February 2020, after nearly a decade of working as the Client Services Manager with Dave Horan as part of the NAB Financial Planning network.

 

Lana brings with her a wealth of experience and knowledge in the financial planning industry, and will continue working closely with Dave and the broader team of advisers as liaison between clients, financial planners and product providers.

Her welcoming smile and "can do" attitude coupled with her ability to get things done provide clients with peace of mind knowing that they are well taken care of.

Hannah is a Certified Financial Planning Professional, with a degree in Accounting. She has worked in the Financial Planning Industry since 2011 developing high-level paraplanning skills, and direct management of some of her own clients.

Her role in Chalmers Private Wealth as an Associate Planner will involve working closely with advisers and clients as part of the new client onboarding process;  assisting with the development and analysis of strategies and financial planning advice documents as well as supporting clients with the implementation of advice.

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Hannah Arnold CFP®

B.Bus (Acc) DipFP

Associate Planner

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

Ellen joined our Albury team in May 2020 with a lot of enthusiasm and passion for the pro-active approach that financial planning has in helping people achieve their goals.

She is currently studying a Bachelor of Commerce, majoring in financial planning, and is enjoying the practical application of the knowledge she has gained so far.

Ellen is a key part of our Albury team in assisting clients with appointments, handling calls and implementing advice and transactions.

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Ellen Cameron 

Completing Bachelor of Commerce

Client Services Manager

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

Jacky has studied and worked in the financial planning industry since 1994. Her role has primarily been "behind the scenes" working closely with the financial planning team in the analysis of strategies, financial modelling, portfolio modelling and product analysis, as well as the creation of Financial Plans.

Her role now, is primarily in the operations of the business, with a focus on more innovative delivery of services and business projects for better client engagement.

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Jacky Chalmers

B.Bus (EcFin) DipFP

Operations Manager

"I still get a kick out of projecting a client's financial strategy and seeing the difference that our advice can make so clients can live better."
 

Kate has over 5 years experience in the banking and finance industry. In this period, she has worked side-by-side with local businesses, assisting them to grow their profitability through smarter banking

Kate’s role at Chalmers Private wealth is to assist with the administration, client enquiries and to ensure that the advice implementation process is as smooth as possible for our clients. She is looking forward to gaining more knowledge and skills to provide paraplanning services to our financial planners as well.

 

Kate O'Dwyer 

B.Bus, DipFin

Client Services Manager

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

Charmaine is an extremely analytical and intellectual individual. She holds a bachelor's degree in Business Administration majoring in financial management and has an impressive career in banking and accounting sectors.

She joined the Chalmers Private Wealth Team in October 2018 and has excelled through her internal financial planning training. Her primary role is the administration of client data, as well as managing and updating data feeds, preparing review reports and conducting product comparisons. 

 

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Charmaine Buot

B.Bus (Admin)

Client Services Administrator

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

Yani's intelligence and determined attitude are instantly recognisable. She holds a degree in Business Administration, with previous work experience as a Financial Planning Associate.

Yani joined our team in July 2019, working closely with Charmaine to assist in the administration, data collection and research, and preparation of reports. 

Her willingness to learn, attitude and teamwork have been a great addition to our office.

 

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Yani Gutana

B.Bus (Admin)

Client Services Administrator

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