Financial Adviser
· MELBOURNE, VIC
Chelsea Fletcher
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008781
Chelsea Fletcher is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Chelsea is currently authorised under Industry Fund Services Limited. 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 Certified Financial Planner from Financial Planning Association. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business
Swinburne University
2005
Diploma of Financial Planning
Financial Planning Association
2008
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional