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
