Michael Chalmers Cfp® B.Bus Finplan Dip Fp Email and Phone Number
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.
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Principal AdviserChalmers Private WealthVictoria, Australia
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Conduct Review Commission Panel MemberFinancial Planning Association Of Australia Aug 2015 - PresentAustraliaServing on the CRC Panel to help regulate the conduct of members of the FPA & upholding the highest ethical standards within the financial planning profession. -
Principal AdviserChalmers Private Wealth Oct 2010 - PresentManage client relationships, through providing regular advice on their financial needs.
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PresidentGoulburn Valley Obstacle Racers - Dirty Fighters Dec 2012 - Jan 2016Shepparton, VicA sporting club for lovers of Obstacle Racing. Such as Tough Mudder, Spartan Race, The Stampede etc
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PresidentShepparton Table Tennis Association Mar 2011 - Apr 2013Shepparton Victoria
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Senior Financial Planning ManagerNab May 2004 - Sep 2010Provision 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 -
Senior Business Review ManagerMlc And Nab Wealth 2002 - 2004Review 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.
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Coaching SupportQuadrant 2 Solutions 2000 - 2002Provided the technical knowledge of how how financial planners implement coaching advice & provided coaching support to Principal coach Jim DeCarlo
Michael Chalmers Cfp® B.Bus Finplan Dip Fp Skills
Michael Chalmers Cfp® B.Bus Finplan Dip Fp Education Details
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Financial Planning -
Nazareth College -
Koo Wee Rup Secondary College
Frequently Asked Questions about Michael Chalmers Cfp® B.Bus Finplan Dip Fp
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 the current company?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp's current role is Principal Adviser.
What schools did Michael Chalmers Cfp® B.Bus Finplan Dip Fp attend?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp attended Rmit University, Nazareth College, Koo Wee Rup Secondary College.
What are some of Michael Chalmers Cfp® B.Bus Finplan Dip Fp's interests?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp has interest in Economic Empowerment.
What skills is Michael Chalmers Cfp® B.Bus Finplan Dip Fp known for?
Michael Chalmers Cfp® B.Bus Finplan Dip Fp has skills like Strategic Financial Planning, Investments, Wealth Management, Financial Services, Superannuation, Retirement Planning, Wealth, Financial Planners, Income Protection, Finance, Financial Planning, Financial Advisory.
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