Paul Chalmers
Financial Adviser
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About
Paul Chalmers is an ASIC-registered financial adviser based in Torquay, VIC, dedicated to helping clients achieve their financial goals with clear, personalised advice. With a Bachelor of Business in Financial Planning from RMIT (2005) and as a Certified Financial Planner (FPAA, 2007), Paul brings a wealth of knowledge and experience to every client relationship. He further enhanced his expertise by becoming a Self-Managed Super Fund Specialist Advisor (SMSF Association, 2011) and obtaining Listed Product Accreditation (LPAC, 2013), ensuring he provides well-rounded and informed guidance. As an authorised financial adviser, Paul is equipped to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also accredited to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Paul is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, underscoring his commitment to upholding the highest ethical and professional standards. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Paul Chalmers today for a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Paul Chalmers offer?
Paul Chalmers specialises in providing advice on superannuation, retirement planning, wealth management, insurance, and Self-Managed Super Funds (SMSFs). He can also advise on investment products like securities and government debt securities.
What qualifications does Paul Chalmers have?
Paul Chalmers holds a Bachelor of Business in Financial Planning from RMIT, is a Certified Financial Planner (CFP), and a Self-Managed Super Fund Specialist Advisor. He also holds a Listed Product Accreditation (LPAC).
What is the process for becoming a client of Paul Chalmers?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Paul will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are also provided to ensure your plan remains aligned with your evolving needs.
What professional associations does Paul Chalmers belong to?
Paul Chalmers is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How can Paul Chalmers help me with my retirement planning?
Paul can help you develop a comprehensive retirement plan that considers your superannuation, investments, and other assets to ensure you have a comfortable and secure retirement. He can also provide advice on retirement income strategies and managing your finances in retirement.
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