Michael Chalmers

Chalmers Private Wealth Pty Ltd

Platinum

27 Yrs Experience

Shepparton, VIC 3630

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I work with high-net-worth individuals, family groups, and sophisticated investors who value tailored advice, technical depth, and strategic clarity. My approach centres on building bespoke portfolios that reflect each client’s unique goals, risk appetite, and long-term vision—whether that involves intergenerational wealth transfer, business succession, or philanthropic planning.

With over 20 years of experience, I bring a deep understanding of the underlying investments that drive performance across asset classes. I regularly liaise with accountants, lawyers, and other professional advisers to ensure our strategies are cohesive, tax-efficient, and aligned with broader estate or business planning objectives. Many of my clients operate through multi-entity structures, and I take pride in simplifying complexity while maintaining control and flexibility.

I also serve on the FAAA Conduct Review Commission and the Best Practice Standards Standards Review Committee, where I contribute to upholding the integrity and ethical standards of our profession. These roles reflect my commitment to professionalism and the trust clients place in me.

If you're seeking a calm, considered adviser who can help you make confident decisions in a complex financial world, I’d welcome the opportunity to work with you.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates

All prospects are provided with an itemised quote once the job is understood. Up until this point the meetings and understanding is on us.

5.00 July 2025

Michael and his team are terrific. Michael's knowledge and advice has helped my family plan for an early retirement.

5.00 July 2025

Michael and his team are always very approachable. He has a great knowledge of all the things we needed to know about how best to handle mine and my wife's superannuation and retirement plans. After semi retiring 5 years ago our finances are going very smoothly thanks to Michael's advice. One bonus he sorted for us was to get an income protection claim sorted for my wife after she was diagnosed with an ongoing condition. We hadn't known that this was a possibility.

5.00 July 2025

Michael and the team at CPW make my life easy and stress free.

I was only with Michael for a matter of months before Covid hit. Michael rang as the market went into free fall and told us not to panic which was not easy. His reassurance was calming and we haven’t looked back.

I have recently sent my Mother to Michael which is not something I would do without the utmost trust in the team at CPW

5.00 July 2025

I have been a client of CPW for years, and I honestly can not fault any experience I have ever had with Michael and his team.

From my very first share portfolio, to helping me settle out of one business, and into another.

He worked closely with my lawyers, accountant, and my business banker, making sure every aspect of these interactions was taken care of.

The time, effort, and care that has always gone into my dealings with CPW is second to none.

I received guidance throughout every step of the way, and I always felt I was in the best hands.

Whenever I am involved in any type of conversation, regarding financial advice, I can not wait to recommend CPW.

I have and will continue to recommend anyone to discuss their financial situation with Michael and the team.

5.00 July 2025

I have known and relied on Michael for many years for his knowledge and advice on all areas of superannuation/investment. He worked hand in hand with my accountant throughout the sale of my business. I got excellent taxation advice and service from both parties. It made my transition into retirement easy.

I highly recommend Michael.