The Financial Planning Association of Australia The Financial Planning Association of Australia

David Horan, CFP®


Name David Horan, CFP®
Company Chalmers Private Wealth
Address 60 Railway Parade
Shepparton, VIC 3630
Phone 03 5831 9000
Mobile 0429 968 735

I'm here to take the time, effort and worry out of managing your finances.

I know all the things you don't know about money, super, investing, etc and I can help you ensure that you are taking advantage of the opportunities available to you while avoiding the common traps people fall into as well.

I can give you confidence about where you are headed financially, keep you on track and work with you to achieve your lifestyle and financial goals.

My fee structure is simple, fair and transparent.

I’m a Certified Financial Planner (CFP®) and have been in the industry since the late 90's, so I have heaps of expertise and experience in helping people just like you.

I can help with most things, but in particular I specialise in investing and retirement planning.

After growing up and starting out with a local firm in Kyabram, I lived and worked in Hobart and Melbourne for nearly 10 years before returning to settle in Shepparton in 2010 where I live with my wife and Daughter in Kialla.

I have worked with business owners, farmers, executives, HNW individuals and regular mums and dads from all walks of life across all stages of life and all levels of wealth and would love to work with you so that you too can achieve the things you want in life.

< Prev Page