Brand profile · Financial Services

Chalmers Private Wealth

Chalmers Private Wealth works in Financial Services, out of Shepparton, Victoria. It is privately held, and its site is cpwealth.net.au. It holds three addresses on record, all in Australia. Headcount on record is 13. Its work is tagged financial planning, debt management and asset protection. One Australian registration (ABN) is a confirmed match. The record links seven similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2010 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
13
self-reported 11–50 band
Founded
2010
16 years
Legal entities
1
ABR
Office countries
1
3 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Legal entity

1 brand → 1 confirmed entity
  • CHALMERS PRIVATE WEALTH PTY. LTD.

    ABN97145241210

    VICHigh confidenceMatched on exact nameABR

Legal entities

Chalmers Private Wealth: 1 registry entityChalmers Private Wealth is linked to 1 registry entity: CHALMERS PRIVATE WEALTH PTY. LTD. (ABN 97145241210, candidate).Chalmers Private WealthCHALMERS PRIVATE WEALTHPTY. LTD.ABN 97145241210Candidate · High confidence
Show as table · Chalmers Private Wealth: 1 registry entity
Chalmers Private Wealth: 1 registry entity
CHALMERS PRIVATE WEALTH PTY. LTD.ABN 97145241210
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

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.

Specialties

All 18 specialties
  • Financial Planning
  • Wealth Creation
  • Wealth Protection
  • Tax Strategies
  • Superannuation
  • Retirement Planning
  • Redundancy Planning
  • Estate Planning
  • Government Benefits
  • Debt Management
  • Cashflow & Budgeting
  • Income Protection
  • Asset Protection
  • SMSF
  • Entities
  • Portfolio Analysis
  • Investments
  • Portfolio Management

Related specialties

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country. Codes: AU.1 countryAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1

All codes: AU

Addresses

  • AU107 Bridge St E; Benalla, Victoria 3672
  • AU60 Railway Pde; Shepparton, Victoria 3630Primary
  • AU592 Dean St; Suite 5; Albury, New South Wales 2640

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.

Names are withheld until a consented source exists.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

Which legal entity operates under Chalmers Private Wealth?

One Victoria entity on the ABR: CHALMERS PRIVATE WEALTH PTY. LTD. (ABN 97 145 241 210), high confidence.

How many people work at Chalmers Private Wealth?

13 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Chalmers Private Wealth have offices?

Three addresses on record, Australia only. Primary: 60 Railway Pde, Shepparton, Victoria 3630.

Has Chalmers Private Wealth raised funding?

None linked to this brand.

What does Chalmers Private Wealth list as its specialties?

18 tags on the brand's own list, among them financial planning, debt management and asset protection.

Which companies are listed alongside Chalmers Private Wealth?

5 profiles list Chalmers Private Wealth as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Redpool Group and Good-Life Advisory list it back.

What is Chalmers Private Wealth's website?