Michael Chalmers CFP

®

B.Bus (FinPlan), DipFP

FOUNDER & PARTNER

PRINCIPAL FINANCIAL PLANNER

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."

Albury Office

02 6067 2060

 

Suite 5, 592 Dean Street

Albury NSW 2640

PO Box 1025, Albury NSW 2640

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03 5831 9000

60 Railway Parade

Shepparton VIC 3630

PO Box 1357 Shepparton VIC 3630

 

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                   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.