Financial Adviser · TORQUAY, VIC

Chelsea Wise

TORQUAY, VIC

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 001245763

Licensee

Akumin Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Chelsea Wise

Chelsea Wise is a financial adviser based in Torquay, Victoria, with 23 years of experience in the financial services industry since 2003. Chelsea is currently authorised under Akumin Financial Planning. 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 Bachelor of Commerce (Finance & Economics) from University of Western Sydney.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce (Finance & Economics)

University of Western Sydney

2002

Graduate Diploma of Applied Finance and Investment

Securities Institute

2005

Graduate Diploma of Financial Planning

Securities Institute

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Oct 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

AIA Financial Services Pty Limited

May 2023 - Jun 2025 Ceased

Not authorised to provide advice in SMSFs.

AIA Financial Services Pty Limited

Dec 2021 - Dec 2022 Ceased

Commonwealth Financial Planning Limited

Jul 2016 - Nov 2021 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Source: ASIC Financial Advisers Register