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Michael Chalmers CFP


B.Bus (FinPlan), DipFP



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.  

Michael specialises in the more complex financial planning strategies involving different entity structures including Self-Managed Super Funds, Family Trusts and Companies. His approach is about educating and empowering clients with knowledge and the right financial strategies to ensure they are confident that they are heading the right direction to achieve their goals.

He prides himself on extending his knowledge and capabilities to better serve our clients and the industry as a whole, and is 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."

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