Oliver Ladd

Chalmers Private Wealth Pty Ltd

Platinum

14 Yrs Experience

Shepparton, VIC 3630

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Based in Shepparton, I'm proud to be focused on assisting country Victorians to realise their own financial freedom. I have extensive experience in helping pre-retirees and retirees navigate the complex world of Superannuation, Investing and Centrelink.

My credentials include: degree qualified, Certified Financial Planner (CFP® designation), and a director within an FAAA Professional Practice.

Enabling clients to make smart decisions when it comes to money drives my passion for quality advice.

Government Assistance
Superannuation
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

Fee for service - Quotes for our service provided prior to the personal advice process.

5.00 August 2025

Always available and willing to assist us with all issues, we have complete trust in his work ethics and have recommended Oliver to many.

5.00 August 2025

Good explaining things easy to listen too.

5.00 August 2025

Oli is always very approachable and there for us at any time. His explanations are very easy to understand. Still hasn't managed to convince my husband to retire :)

4.50 August 2025

I find Oliver polite and respectful and easy to talk to about my needs. Oliver gives me choices and explains the decisions that he makes for me I would and do recommend Oliver as an advisor to other people.

5.00 August 2025

Oliver Ladd is an outstanding financial adviser who has always provided us with the smartest of strategies.

Adviser status Platinum
Rating 4.88
Number of reviews 86
First year providing advice 2011
Years of experience 14
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English