Michael Chalmers Cfp® B.Bus Finplan Dip Fp

Michael Chalmers Cfp® B.Bus Finplan Dip Fp Email and Phone Number

Principal Adviser @ Chalmers Private Wealth
Victoria, Australia
Michael Chalmers Cfp® B.Bus Finplan Dip Fp's Location
Victoria, Australia, Australia
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.

Michael Chalmers Cfp® B.Bus Finplan Dip Fp's Current Company Details
Chalmers Private Wealth

Chalmers Private Wealth

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Principal Adviser
Victoria, Australia
Michael Chalmers Cfp® B.Bus Finplan Dip Fp Work Experience Details
  • Chalmers Private Wealth
    Principal Adviser
    Chalmers Private Wealth
    Victoria, Australia
  • Financial Planning Association Of Australia
    Conduct Review Commission Panel Member
    Financial Planning Association Of Australia Aug 2015 - Present
    Australia
    Serving on the CRC Panel to help regulate the conduct of members of the FPA & upholding the highest ethical standards within the financial planning profession.
  • Chalmers Private Wealth
    Principal Adviser
    Chalmers Private Wealth Oct 2010 - Present
    Manage client relationships, through providing regular advice on their financial needs.
  • Goulburn Valley Obstacle Racers - Dirty Fighters
    President
    Goulburn Valley Obstacle Racers - Dirty Fighters Dec 2012 - Jan 2016
    Shepparton, Vic
    A sporting club for lovers of Obstacle Racing. Such as Tough Mudder, Spartan Race, The Stampede etc
  • Shepparton Table Tennis Association
    President
    Shepparton Table Tennis Association Mar 2011 - Apr 2013
    Shepparton Victoria
  • Nab
    Senior Financial Planning Manager
    Nab May 2004 - Sep 2010
    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
  • Mlc And Nab Wealth
    Senior Business Review Manager
    Mlc And Nab Wealth 2002 - 2004
    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.
  • Quadrant 2 Solutions
    Coaching Support
    Quadrant 2 Solutions 2000 - 2002
    Provided 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

Strategic Financial Planning Investments Wealth Management Financial Services Superannuation Retirement Planning Wealth Financial Planners Income Protection Finance Financial Planning Financial Advisory Insurance Estate Planning Small Business Trusts Portfolio Management Cash Flow Financial Advice

Michael Chalmers Cfp® B.Bus Finplan Dip Fp Education Details

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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