about us

Justin Chandler
Director & Principal Adviser

Justin has been a financial adviser since 2010 and enjoys helping his clients to realise their idea of financial freedom by building and protecting their family wealth. Justin specialises in financial advice for business owners, farmers, high net worth individuals and self managed superannuation funds.

Justin enjoys spending time with his family and friends and a range of sports including football, golf, water and snow sports.

Qualifications

  • Bachelor of Commerce (Major Finance)
  • Advanced Diploma of Financial Services (Financial Planning)
  • Professional Certificate in Self Managed Super Funds
  • Professional Certificate in Margin Lending and Gearing
  • ASX Listed products accreditation
  • Certificate IV Mortgage Broking

Advice Services

  • Wealth creation
  • Financial Planning
  • Retirement Planning
  • Investment planning, including listed securities
  • Superannuation, including Self Managed Super Funds (SMSFs)
  • Personal Insurance. (life cover, total and permanent disability, income protection & critical illness)
  • Business Services (business overheads insurance, key person insurance, buy/sell agreements & succession planning)
  • Estate Planning
Lisa Chandler
Marketing, Client Communications and Practice Management

Lisa has experience working in insurance, real estate, hair & beauty and fashion industries, and brings a wealth of knowledge to the team.

Lisa has a strong interest in fashion and enjoys spending time with her young family.

Qualifications

  • Bachelor of Communications (Major Journalism and Public Relations)
  • Certificate III in Property Services (Property Management)
  • Certificate IV Financial Services – General Insurance
Steven Sansovini
Senior Financial Adviser

Steve is the Director and owner of Sansovini Financial Services and also a Director and shareholder of our company (InvestPlan) that holds our Australian Financial Services Licence.

If Justin is sick or on leave, Steve is available to talk and meet with clients if required. We also refer clients where another adviser may have a particular skill or specialises in a certain area.

Qualifications

  • Bachelor of Accountancy
  • Graduate Diploma in Financial Planning
  • Professional Certificate in Self Managed Super Funds

Advice Services

  • Financial Planning
  • Retirement Planning
  • Investment planning, including listed securities
  • Superannuation, including SMSFs
Peter Heading
Senior Financial Planner

Peter is the Director and owner of Heading Forward Financial Planning and also a Director and shareholder of our company (InvestPlan) that holds our Australian Financial Services Licence.

If Justin is sick or on leave, Peter is available to talk and meet with clients if required. We also refer clients where another adviser may have a particular skill or specialises in a certain area.

Qualifications

  • Certified Financial Planner®
  • Master of Financial Planning
  • Certificate IV in Business (Frontline Management)
  • Certificate IV in Financial Services (General Insurance)
  • Certificate IV in Workplace Training and Assessment
  • Affiliate ship of Life Insurance

Advice Services

  • Pre-Retirement Advice
  • Retirement Planning
  • Centrelink Assistance

Contact

CPW-logo-no-slogan_WHITEoutlined195x65px

Contact us to make an appointment with one of our senior financial advisers.

P| 08 7160 1191  F| 08 7160 1192   invest@cpwealth.com.au

Find us at 685 South Road, Black Forest SA 5035



Or by appointment at 191 Argent Street, Broken Hill NSW 2880

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Disclosure: Chandler Private Wealth Pty Ltd ABN 26 605 397 144 is a corporate Authorised Representative of Investplan Pty Ltd ABN 39 635 196 735, AFSL 518743.

General Advice Warning: Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Investplan, its related entities, agents and employees for any loss arising from reliance on this content.

This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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