Financial Adviser · COFFS HARBOUR, NSW

Chelsea Robinson

COFFS HARBOUR, NSW
17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001006076
Currently at
Melbourne, VIC (firm address)

About Chelsea Robinson

Chelsea Robinson is a financial adviser based in Coffs Harbour, New South Wales, with 17 years of experience in the financial services industry since 2009. Chelsea is currently authorised under Capstone Financial Planning, operating through Careplan Advisory Services. Chelsea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chelsea's qualifications include a Master of Commerce (Financial Planning) from Western Sydney University. Chelsea is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma Of Financial Services (Financial Planning)
Kaplan Professional
2013
Graduate Certificate in Commerce (Financial Planning)
University Of Western Sydney
2016
Accredited Aged Care Professional
Aged Care Steps (ACS)
2016
Master of Commerce (Financial Planning)
Western Sydney University

Registration History

Sep 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Jun 2016 - Sep 2021 Ceased
Excludes SMSF
May 2009 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register