Craig Chalmers
Financial Adviser
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About
Craig Chalmers is an ASIC-registered financial adviser based in Milton, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from Kaplan Professional (2017) and ongoing commitment to professional development, including certifications in Ethics and Professionalism (2023) and Superannuation and Retirement Advice (2025), Craig provides well-informed and ethical guidance. As a member of the Tax Practitioners Board, he adheres to the highest standards of practice. Craig is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This allows him to create holistic financial plans that address your unique needs and aspirations. Key services include: • Superannuation advice to optimize your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Tailored investment advice for securities and government debt • Retirement planning to ensure a comfortable and secure future Ready to take control of your financial future? Contact Craig Chalmers today for a consultation and discover how personalized financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Craig Chalmers offer?
Craig Chalmers provides advice on superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. He creates tailored financial plans to meet your specific needs.
What qualifications does Craig Chalmers have?
Craig holds a Diploma of Financial Planning from Kaplan Professional (2017) and has completed certifications in Ethics and Professionalism (2023) and Superannuation and Retirement Advice (2025). He is also a member of the Tax Practitioners Board.
What is the process for working with Craig Chalmers?
The process typically begins with an initial consultation to understand your financial goals and current situation. Craig will then develop a personalized financial plan tailored to your needs, which will be regularly reviewed and adjusted as needed.
How can Craig Chalmers help me with my superannuation?
Craig can provide advice on optimizing your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement using your superannuation savings.
What should I expect during my first meeting with Craig?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Craig will explain his services and how he can help you achieve your objectives. It's a chance to see if you're a good fit!
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