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 enjoys spending time with his family and friends, a range of sports including football, golf, snowboarding to name a few.

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
Lucilda Basit
Head of Advice Documentation & Administration

Lucilda is a badminton and movie enthusiast. Listening to music and finding out the latest culinary craze are among her past times. Traveling and discovering new places is a passion she shares with family and friends.

Lucilda has been working as a Para planner for the past 5 years and enjoys working with financial advisers to help their clients realise their financial goals which makes her work fulfilling and at the same time challenging.

Qualifications

  • Bachelor of Business & Economics (major in Business Management)
  • Diploma of Financial Planning (DFP)

Advice Services

  • 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)
Lisa Zsombok
Head of Marketing and Client Communications

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 a wine or two and spending time with her young family. Lisa has a strong following on her fashion blog Love Want Need

Qualifications

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

 

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 24 Bromide St Broken Hill 2880

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Disclosure: Chandler Private Wealth Pty Ltd ABN 26 605 397 144 is a corporate Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.

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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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