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.
Meeting Dave for the first time was one of the most fortunate things to happen for my wife Sandy and I,as he gave us the immediate impression that he was the right person to handle our financial assets then and onwards. Having Dave as our financial planner for the last 13 years has proved to be a no- brainer . We would recommend him to anyone and we have 100% faith in his ability. Thanks Dave!
Dave is extremely easy to chat to and he listens to what you need and gives you advice where necessary. Have been with him for a long time.
Dave provides us with great advice to assist us in paying off our current debt, building our super portfolios and planning for our future.
Dave has very much helped me understand matters that are relevant to my situation which I previously didn't really understand. He is always courteous and professional and explains things in plain English which helps me feel confident about my financial affairs. He really knows his stuff which makes me feel very secure about my future having him looking after me.
Dave has.a very down to earth way of communicating which puts you at ease. When talking about a wide variety range of financial strategies his has the depth of knowledge to choose the right pathway for a healthy future. I am very confident with Dave’s knowledge & advice that he has given which has secured a forthcoming healthy retirement.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2005
- Years of experience 18
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Chalmers Private Wealth Pty Ltd60 Railway Parade
Shepparton, VIC 3630
- 8:30am – 5:00pm Monday – Thursday
- In person
CPW Advisory Pty Ltd