Kate O'Dwyer

Chalmers Private Wealth Pty Ltd

Gold
1 Yr Experience
Shepparton, VIC 3630

Based in Shepparton, I have a strong focus on helping country Victorians build their wealth and enjoy a comfortable retirement.

With 8 years in the financial planning industry, working within a FAAA Professional Practice. I have worked in every role within the business, assisting clients throughout the entire advice process. This client service management and paraplanning experience has enabled me to build wonderful client relationships and provided me with a breadth of technical strategic knowledge in all areas of financial planning.

In 2024 I attained a Master of Financial Planning degree, and became a Certified Financial Planner (CFP® designation), and now have the pleasure of helping my own clients achieve their goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 17
  • First year providing advice 2024
  • Years of experience 1
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Chalmers Private Wealth Pty Ltd

60 Railway Parade
Shepparton, VIC 3630

Licensed by

Cpw Advisory Pty Ltd

AFSL 527159