Oliver Ladd profile photo

Oliver Ladd

Chalmers Private Wealth Pty Ltd

Gold
13 Yrs Experience
Shepparton, VIC 3630

I have extensive experience in helping pre-retirees and retirees navigate the complex world of Superannuation, Investing and Centrelink Age Pension.

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

I have also competed the FASEA education requirements and professional exam.

Based in Shepparton, I'm proud to be focussed on assisting country Victorians to realise their own financial freedom.

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

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Chalmers Private Wealth Pty Ltd

60 Railway Parade
Shepparton, VIC 3630

Licensed by

CPW Advisory Pty Ltd

AFSL 527159