Chalice Financial Services

get to know chalice

Privately-owned. Expert advice.

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.

 

Get in touch

To start making your happy future, contact Chalice Financial Services today.

Contact us

 
 

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 35 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 has 15 years experience in direct equities trading and investment markets and has been with Chalice since 2007. He has successfully completed his Diploma of Financial Services (Financial Planning) and holds the FPA’s Associate Financial Planner (AFP) status. Robert specialises in wealth accumulation and personal insurance. He enjoys drinking fine wines, listening to music and spending time with his family.

 

Education

Bachelor of Finance & Politics Curtin University – incomplete
Diploma of Financial Planning Kaplan
Currently studying - Advanced Diploma of Financial Planning Kaplan

Activities & Affiliations

• Financial Planning Association of Australia (FPA) – AFP designation (Associate Financial Planner status)
• Association of Financial Advisers (AFA) – Practitioner Member
• 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)

 
 

 
 
 

PARAPLANNER

Amanda Leong | B.Com

Amanda joined the Chalice team in 2013 as a Paraplanner to assist the advice team with technical and client service support. Prior to joining Chalice, Amanda had 4 years experience in the Financial Services industry working as a Client Services Manager whilst she finalised her studies in Accounting and Financial Planning. Amanda has specialist skills in providing financial advice to those entering Aged Care. She also has excellent IT skills ranging from social media marketing to advanced level Microsoft Excel programming. Amanda has a fun and outgoing personality, is an avid foodie and recent jogging fanatic.

 

Education

Bachelor of Commerce Accounting & Financial Planning Curtin University
Currently Studying CFP

Activities & Affiliations

• Professional Memberships – FPA Associate Member
• ZPH Choir

Favourite Quote

 “One of the deep secrets of life is that all that is really worth the doing is what we do for others” – Lewis Carroll

 
 

 
 
 
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RELACS Placement Consultant

Jenny Grant | B.Com (FLM)

Prior to joining Relacs, Jenny worked for nearly 20 years within the aged care industry.

Her most recent role as Care Manager gave her the opportunity to work with families requiring placement for their loved one in permanent or respite care. Jenny’s involvement in this process allowed her to walk the journey with families as they progressed from the initial enquiry with the facility, all the way through to settling their loved one into their new home. It was this aspect of her work that she particularly enjoyed so in November 2012, Jenny joined Relacs so her time could be devoted to helping families find the right facility and make informed choices about their options.

 

Education

Secretarial Studies NSW
Diploma of Management West Coast Institute of Training
Diploma of Training & Assessment West Coast Institute of Training
Various Dementia Training Courses McCusker Foundation

Activities & Affiliations

• Professional Memberships - Relacs is a member of ACSA.
• Long term interest in those living with dementia and particularly diagnosed with Younger Onset Dementia.
• Interests – gardening, spending time with children and grandchildren, playing the piano, walking the beach, swimming.
• I have a passion for helping people and particularly, those less fortunate who are battling with situations and life experiences.  Being able to help families and the elderly on their journey is something I love.

Favourite Quote

“Challenges are what make life interesting and overcoming them is what makes life meaningful.” – Joshua J. Marine

 
 

 
 
 
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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

 
 

 
 
 
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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