Welcome to the home of Chalmers Private Wealth
Michael Chalmers is the principal adviser and founder of Chalmers Private Wealth, and has been designated as a CERTIFIED FINANCIAL PLANNERTM practitioner. Chalmers Private Wealth is an FPA Professional Practice and is committed to upholding the FPA's Code of Professional Practice.
Michael's desire to work in partnership with you in planning, implementing, achieving and protecting your lifestyle and financial goals is the key driver to his passion and commitment in the field of financial planning.
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To read more, find out about our Philosophy or About the People of Chalmers Private Wealth.
Recent Changes and Updates
2012 Federal Budget Summary
The 2012 Federal Budget did not contain many surprises, with many of the measures already legislated or pre-announces. For a summary of the Federal Budget, prepared by MLC Technical, please click on the link below:
Chalmers Private Wealth is as an FPA Professional Practice
We are proud to announce that we are the 1st practice to be accredited as a Professional Practice of the Financial Planning Association in recognition of our business' high professional and ethical standards.
The Financial Planning Association (FPA) is Australia's peak professional body for financial planners. Its Professional Practice designation recognises practices of the highest calibre in their local community.
To qualify for this status, we have met the following requirements:
- Michael is an FPA practitioner member
- Michael is a CFP® professional
- We have agreed to uphold the FPA's Code of Professional Practice
- We have agreed to a 3 year review of our business to maintian our status
FPA CEO Mark Rantall said:
"The Professional Practice designation recognises quality financial planning practices that are providing the highest quality financial advice in their community."
Currently there are over 180 FPA Professional Practices in Australia, and we are proud to be the first in the Goulburn Valley region to achieve this designation.
Look out for the FPA Professional Practice logo to ensure that you are getting quality financial advice.
New Financial Planning Software
Over the coming months we will be transitioning to a new financial planning database - XPLAN.
XPLAN is among the market leading financial planning solutions and provides a comprehensive range of integrated wealth management software tools. It was selected due to its market reputation and the benefits it will bring to our business processes and service delivery to you.
We are scheduled to convert to the new system in late May/early June. This is a major upgrade to our systems and processes and we expect a minor disruption to our services to you of 24 to 48 hours to ensure the data has been converted correctly and to allow training to take place. We will keep you posted on our progress and when we will be offline.
