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.
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.