Dave Horan

Chalmers Private Wealth Pty Ltd

18 Yrs Experience
Shepparton, VIC 3630

I've spent my entire career specialising in retirement advice and managing super, pension, SMSF and investment portfolios for people.

Whether you're planning for retirement down the track, approaching it soon, transitioning into retirement now or already enjoying it, I can help.

My focus is to take the time, effort and worry out of planning for your retirement and managing your retirement savings. Plus, I know all the things you don't know about money, super, investing, etc, so I can help you make sure that you're taking advantage of the opportunities available, and avoiding the common traps people fall into. I can give you confidence about where you are headed, keep you on track, and work with you to achieve your lifestyle and financial goals.

I have a lot of industry and life experience and have also gained many insights from my clients over the years that may be helpful to you too. I’m CFP® (Certified Financial Planner) qualified and have been working with retirees since the late 1990's. As my own boss, I have the flexibility and responsibilities that mean you can count on me being here for you for the long-term. And being part of one of the largest and leading advice firms in northern Vic, you will also benefit from the extensive resources I have access to.

I grew up and started out with a local firm in Kyabram before living and working in Hobart and Melbourne for nearly 10 years before I returned to Shepparton in 2010 with my wife (also a local girl) so we could start and raise a family here. I love the country lifestyle and dealing with country people. I work with local business owners, farmers, professionals and regular mums and dads. People from all walks of life - I’m here to help with your retirement planning needs.


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2005
  • Years of experience 18
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Chalmers Private Wealth Pty Ltd

60 Railway Parade
Shepparton, VIC 3630

Opening hours

  • 8:30am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person

Licensed by

CPW Advisory Pty Ltd

AFSL 527159