Chelsea Robinson Senior Adviser

MCom(FP), GradCert Com(FP), Dip FP, JP

    Chelsea has over 10 years’ experience in the Finance Industry, with the last 5 years spent as a Financial Adviser specialising in Retirement Planning and Defined Benefit Super Funds.

    Chelsea’s qualifications include:

    • Justice of the Peace
    • Graduate Certificate of Commerce (Financial Planning)
    • Masters of Commerce (Financial Planning)
    • Diploma of Financial Services
    • Accredited Aged Care ProfessionalTM  (Aged Care Steps Pty Ltd)
    • Member of Financial Planning Association

    Outside of work, Chelsea enjoys spending time with her husband, 2 young daughters and 2 dogs. Her interests including water skiing on the lake, heading to the beach, socialising with friends and travel.

    Jeff Shakespeare & Associates Pty Ltd is authorised to provide advice in the following areas:

    • Personal and Corporate Superannuation
    • Pre-Retirement Planning & Retirement Planning
    • Personal Life Insurance – (Life, Total & Permanent Disablement, Trauma, Income Protection)
    • Gearing
    • Shares
    • Business Life Insurance – (Key Man, Business Expenses, Buy Sell)
    • Saving / Investment Plan
    • Debt Management
    • Estate Planning
    • Self-Managed Superannuation Funds (SMSF)
    • Aged Care

    Below is a copy of our Financial Services and Credit Guide, our Schedule of Fees and Chelsea Robinson’s Adviser Profile for your information.

    Financial Services and Credit Guide