Chalmers Private Wealth

Financial Services • Shepparton, Victoria, Australia • 11-20 Employees

Company overview

Headquarters	60 Railway Pde, Shepparton, Victoria 3630, AU
Phone number	+6197145241210
Website	cpwealth.net.au
NAICS	52
SIC	874
Keywords	Debt Management, Investments, Wealth Creation, Asset Protection, Income Protection, Superannuation, Retirement Planning, Portfolio Management, Financial Planning, Wealth Protection, Estate Planning, Portfolio Analysis, Smsf, Tax Strategies, Government Benefits, Redundancy Planning, Cashflow & Budgeting, Entities
Founded	2010
Employees	11-20

Key Contact at Chalmers Private Wealth

Jacky Chalmers

Co-Founder, Managing Partner - Strategy & Operations

Chalmers Private Wealth Email Formats

Chalmers Private Wealth uses 2 email formats. The most common is {first name} (e.g., john@cpwealth.net.au), used 69.2% of the time.

Format	Example	Percentage
{first name}	john@cpwealth.net.au	69.2%
{first initial}	j@cpwealth.net.au	30.8%

About Chalmers Private Wealth

We are a boutique financial planning business. We offer an ongoing partnership with you to find the right pathway to achieve your lifestyle goals. We are proud to be designated as an FAAA Professional Practice, which highlights our commitment to the highest professional and ethical standards through upholding the Financial Advice Association Australia's Code of Professional Practice.

Chalmers Private Wealth revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Founder/Owner

Employees by Department

Chalmers Private Wealth has 8 employees across 2 departments.

Departments

Number of employees

Funding Data

Chalmers Private Wealth has never raised funding before.

Chalmers Private Wealth Tech Stack

Discover the technologies and tools that power Chalmers Private Wealth's digital infrastructure, from frameworks to analytics platforms.

Envoy

Reverse proxies

Microsoft 365

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

WordPress

Blogs

Google Cloud CDN

CDN

Sentry

Issue trackers

Sirvoy

Appointment scheduling

WordPress.com

PaaS

React

JavaScript frameworks

Frequently asked questions

Chalmers Private Wealth is located in Shepparton, Victoria, AU.

You can reach Chalmers Private Wealth at +6197145241210.

Chalmers Private Wealth was founded in 2010, making it 16 years old. The company has established itself as a significant player in its industry over this time.

Chalmers Private Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Chalmers Private Wealth

Jacky Chalmers

Co-Founder, Managing Partner - Strategy & Operations

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