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.

"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 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 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."

 

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 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 ."

 

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 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 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 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 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 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 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."
 
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.