About us
Chalice Financial Services are a privately-owned firm offering expert advice for a bright financial future. Our team includes Certified Financial Planners and Chartered Accountants, with wide-ranging specialist expertise in finance, taxation, financial markets and strategic advice.
We believe that decisions about your finances are some of the most important choices you can make in life. Our Financial Services offer you the wisdom and the right tools to make these choices clearly, without sacrificing the life you love now – and without exposing you to undue risk. We’ll help you build the future you want for you and your family with confidence, and help you find the best way forward in times of change.
Your interests will always come first with Chalice, as we aren’t owned by a financial institution or insurance company. Our advice is informed by a network of specialists including economists, legal experts, accountants and investment researchers, so you can rest easy knowing we’ve considered all the angles to find what will work best for you.
Speak to us today to start making your happy future.
Our team
Principal
Peter Jackson CA CFP | Rep. No. 327707
Peter is a Chartered Accountant and a Certified Financial Planner who has been providing taxation and financial advice for over 40 years. Peter has completed a Bachelor of Commerce Degree (UWA), a Diploma in Financial Planning and a Certificate of Superannuation Management (ASFA). Peter enjoys family time, cycling, and listening to jazz music.
Education
Bachelor of Commerce UWA
Diploma of Financial Planning Deakin
Certificate of Superannuation Management Macquarie
Activities & Affiliations
• Professional Memberships - Certified Financial Planner (FPA), CA(CAANZ)
• Clubs (Sporting/Social etc.) Team Chalice, cycling group.
Favourite Quote
“All we have to decide is what to do with the time that is given to us.” – Gandalf the Grey, Lord of the Rings, J.R.R. Tolkien
Director | Financial Adviser
Robert Lurie AFP | Rep. No. 328430
Robert brings to his role as Financial Adviser over 25 years’ experience in the share market and investment markets. When asked what he does for a living, Robert often replies “I help people retire”. The Chalice business does exactly that - helping people plan for retirement, transition to retirement, and remain in retirement. Robert also has a passion for helping clients resolve their personal insurances. In his spare time he enjoys drinking good wines, the world of music, and spending time with his young family.
Education
Bachelor of Finance & Politics Curtin University – incomplete
Diploma of Financial Planning Kaplan
Advanced Diploma of Financial Planning Kaplan
Activities & Affiliations
• Financial Advice Association Australia (FAAA) – AFP designation (Associate Financial Planner)
• Beer and Beef Club (professional networking)
• Claret Club (formal wine tasting group)
Favourite Quote
“Good better best, never let it rest, ‘til good is better and better best” – the late Lily Zinman, age 106 (and a half)
Client Services Manager
Shelley Twyman
Shelley’s role in the team is to make sure that we do everything that we promised. Shelley implements all the investment recommendations, arranges investment deposits, withdrawals and transfers, finds answers to your various account queries and assists in producing your portfolio review reports amongst many other activities. Shelley also arranges much of our communications with you including our regular newsletters. Shelley manages a busy household with teenage children and finds enjoyment in running, swimming and outdoor activities with her family.
Experience
Price Waterhouse Harare, 10 years
Financial Services experience across various roles since 2013
About me
• Proud mother of three children
• Arrived in Australia 2008
Favourite Quote
“Life is not about waiting for the storm to pass, it’s about learning to dance in the rain.” – Unknown
Paraplanning Associate Advisor
Nicola Butler | GradDipFinPlan
Nicola joined the Chalice team in 2023 as a Paraplanning Associate Adviser. Nicola has been working in the Financial Services Industry for 20 years in both the United Kingdom and Australia. She has experience in various areas including Superannuation, Pensions, Investments and Stockbroking and has completed a Graduate Diploma of Financial Planning. Nicola is a proud mum to a young daughter and a fur baby. She enjoys books, movies and theatre, trips to the beach and spending time with her family.
Education
Graduate Diploma of Financial Planning Kaplan
About Me
• Arrived in Australia in 2012
• Proud Mum to a toddler and a fur baby
Favourite Quote
“Shoot for the moon, even if you miss you’ll land among the stars.” – Norman Vincent Peale
BUSINESS ACCOUNTANT
Lisa Caccamo | B Bus.
Lisa joined Chalice and RELACS at the beginning of 2018 to take over the accounting, bookkeeping and the financial administration of both businesses. Lisa brings with her a wealth of experience gained in similar roles for accounting, legal and recruitment firms. Lisa is a proud mother to two young daughters and is balancing her career with all the effort that running a household and being a mother brings. Lisa is really into Italian food (both cooking and eating) and enjoys travel.
Favourite Quote
“No act of kindness, no matter how small, is ever wasted” – Aesop