As a Senior Financial Planner with over 20 years of experience in financial services, I am dedicated to helping individuals and families achieve their financial goals and secure their future. My extensive background has equipped me with a deep understanding of financial planning, wealth accumulation, superannuation, personal insurance, and credit management.
Throughout my career, I have had the privilege of working with a diverse range of clients, providing tailored financial advice that aligns with their unique needs and aspirations. My passion for financial planning drives me to stay abreast of the latest industry trends and regulations, ensuring that my clients receive the most informed and effective guidance.
I pride myself on building strong, long-lasting relationships with my clients based on trust, transparency, and a genuine commitment to their financial well-being. My approach is holistic, considering all aspects of my clients' financial lives to develop comprehensive strategies that promote growth, protect assets, and achieve long-term objectives.
Whether you are just starting on your financial journey or looking to refine your existing plans, I am here to help you navigate the complexities of the financial world with confidence and clarity. Let's connect and explore how we can work together to create a secure and prosperous future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Chalmers Private Wealth
Suite 2, 497 Smollett StAlbury, NSW 2640

Licensed by
Cpw Advisory Pty Ltd
AFSL 527159
