We are very excited to announce that Dianne (Di) Bainbridge and Gold Financial Services has officially become part of the Chalmers Private Wealth family!
After meeting with Di, it became very obvious to us here at Chalmers Private Wealth that we all share a passion and commitment to the relationships and journeys we have with you, our clients.
This was a vital consideration for Di, as well, who said that she was looking forward to working with us because she would have "peace of mind that the clients I have worked with for so long are going to be looked after by like minded people, who have the clients at the core of their business."
With the new partnership, Di will continue to work with you as the Client Services Manager. Di is looking forward to still being able to help you, but also having more time to spend with her family and doing the "gran things" that she loves.
This will ensure a smooth transition for you, as Di will ensure her invaluable knowledge and understanding about you can be passed on to your new financial planner, Demelza Lister (AFP).
Introducing Demelza Lister
Demelza will be the principal financial planner in the Chalmers Private Wealth Albury Office. She has a number of years of experience as a financial planner in the Albury and Corowa region, since 2005. Her love of financial planning comes from "being able to guide people to financial freedom." Last year, Demelza was the recipient of the "Client Service & Community Award" at the National MLC Conference in recognition of her pro-bono work in helping a local man, who could not read or write, lodge a successful insurance claim after a truck accident left him unable to return to work.
Demelza and Di will work closely together to continue to help and service you. They will also be scheduling formal introductions as part of the transition process over the coming months.
We are looking forward to expanding our business into the Albury/Wodonga region, continuing operations from Level 1, 639B Dean Street, Albury NSW 2640.
If you have any questions please feel free to contact Di in the Albury Office on (02) 6041 8244.