Financial Adviser · COFFS HARBOUR, NSW

Chelsea Robinson

17 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001006076

Chelsea Robinson is a financial adviser based in Coffs Harbour, New South Wales, with 17 years of experience in the financial services industry. Chelsea is currently authorised under Capstone Financial Planning Pty Ltd. Chelsea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their 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

Capstone Financial Planning Pty Ltd

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).

Matrix Planning Solutions Limited

Jun 2016 - Sep 2021 Ceased

Excludes SMSF

Aware Financial Services Australia Limited

May 2009 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register