Chelsea is a qualified Financial Adviser who has worked in the financial planning industry for a number of years and holds a Bachelor of Commerce (Corporate Finance & Marketing) and a Master of Applied Finance specialising in Financial Planning.
Having started her career as a Client Services Manager, Chelsea has unique experience that comes from working in the engine room of a financial planning business. Her understanding of back-of-house processes means she knows how to navigate and deliver the best experience and outcomes for her clients.
Chelsea is also a huge believer in the importance of continuing professional education and in keeping up-to date with an ever changing consumer environment.
Chelsea is able to provide personalised tailored advice for clients in the following sectors;
• Financial Planning • Superannuation • Retirement Planning (including Aged Care) • Risk Insurance • Managed Investments • Direct Equities • Estate Planning • Margin Lending
The “Get To Know You” mini Q & A:
Favourite dinner – Thai food
Favourite TV show – Suits
Favourite movie – James Bond movies and Love Actually
Favourite holiday destination – Europe (yes, the whole continent!)
Favourite item of clothing – A classic coat
What did you want to be as a child – A teacher