Principal Adviser
Chalmers Private Wealth
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Michael Chalmers Cfp® B.Bus Finplan Dip Fp Email & Phone Number
Principal Adviser
at
Chalmers Private Wealth
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✓ Verified Jul 2026
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Who is Michael Chalmers Cfp® B.Bus Finplan Dip Fp? Overview
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Michael Chalmers Cfp® B.Bus Finplan Dip Fp is listed as Principal Adviser at Chalmers Private Wealth, based in Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Michael Chalmers Cfp® B.Bus Finplan Dip Fp.
Michael Chalmers Cfp® B.Bus Finplan Dip Fp previously worked as Conduct Review Commission Panel Member at Financial Planning Association Of Australia and President at Goulburn Valley Obstacle Racers - Dirty Fighters. Michael Chalmers Cfp® B.Bus Finplan Dip Fp holds Bachelor Of Business, Financial Planning from Rmit University.
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Chalmers Private Wealth
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About Michael Chalmers Cfp® B.Bus Finplan Dip Fp
Helping you work towards your goals or helping your clients work towards theirs are what motivates me & gives me the passion to assist you. Navigating the complexity of our financial system & financial products is critical in getting your overall strategy right. We help you decide what is best for you & give you the confidence to know you are heading in the right direction.The goals of this business are to help our customers achieve their goals, avoid financial disaster and build for themselves a life where their unearned cashflow is greater than their lifestyle expenses. This situation gives a person freedom & options, with these taken care of you can focus on what's really important to you.Specialties: Understanding structure and advising clients how to best utilise their existing structure or what structural changes (to their finances) will best suit them. Advising on what investments should sit within various structures. This includes Self Managed Super, Family Trusts and Companies, as well as personal investments & personal super.
Listed skills include Strategic Financial Planning, Investments, Wealth Management, Financial Services, and 15 others.
Current workplace
Michael Chalmers Cfp® B.Bus Finplan Dip Fp's current company
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8 roles · 27 years
Michael Chalmers Cfp® B.Bus Finplan Dip Fp work experience
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Conduct Review Commission Panel Member
CurrentServing on the CRC Panel to help regulate the conduct of members of the FPA & upholding the highest ethical standards within the financial planning profession.
Aug 2015 - Present
Principal Adviser
Current
Chalmers Private Wealth
Manage client relationships, through providing regular advice on their financial needs.
Oct 2010 - Present
President
Goulburn Valley Obstacle Racers - Dirty Fighters
A sporting club for lovers of Obstacle Racing. Such as Tough Mudder, Spartan Race, The Stampede etc
Dec 2012 - Jan 2016
President
Shepparton Table Tennis Association
Mar 2011 - Apr 2013
Senior Financial Planning Manager
Provision of financial planning advice to the $500k plus bracket of NAB clients, predominantly in the small business sector.I was also the team leader of one the few NABFP teams in the country to consistently validate month in & month out as a team over a 6 year period.Training & Leadership of newer financial planners
May 2004 - Sep 2010
Senior Business Review Manager
Mlc And Nab Wealth
Review the work & files of financial planners across the industry, advise them of problems and strategies of how to correct problems and minimise problems recurring.Training of new Business Review Managers.
2002 - 2004
~2 yrs
Coaching Support
Quadrant 2 Solutions
Provided the technical knowledge of how how financial planners implement coaching advice & provided coaching support to Principal coach Jim DeCarlo
2000 - 2002
~2 yrs
3 education records
Michael Chalmers Cfp® B.Bus Finplan Dip Fp education
Bachelor Of Business, Financial Planning
Education record
Nazareth College
Education record
Koo Wee Rup Secondary College
FAQ
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What company does Michael Chalmers Cfp® B.Bus Finplan Dip Fp work for?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp works for Chalmers Private Wealth.
What is Michael Chalmers Cfp® B.Bus Finplan Dip Fp's role at Chalmers Private Wealth?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp is listed as Principal Adviser at Chalmers Private Wealth.
Where is Michael Chalmers Cfp® B.Bus Finplan Dip Fp based?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp is based in Victoria, Australia while working with Chalmers Private Wealth.
What companies has Michael Chalmers Cfp® B.Bus Finplan Dip Fp worked for?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp has worked for Chalmers Private Wealth, Financial Planning Association Of Australia, Goulburn Valley Obstacle Racers - Dirty Fighters, Shepparton Table Tennis Association, and Nab.
How can I contact Michael Chalmers Cfp® B.Bus Finplan Dip Fp?
You can use AeroLeads to view verified contact signals for Michael Chalmers Cfp® B.Bus Finplan Dip Fp at Chalmers Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Michael Chalmers Cfp® B.Bus Finplan Dip Fp attend?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp holds Bachelor Of Business, Financial Planning from Rmit University.
What skills is Michael Chalmers Cfp® B.Bus Finplan Dip Fp known for?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp is listed with skills including Strategic Financial Planning, Investments, Wealth Management, Financial Services, Superannuation, Retirement Planning, Wealth, and Financial Planners.
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