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
    • 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 Combined Financial Services and Credit Guide, our Schedule of Fees and Chelsea Robinson’s Adviser Profile for your information.

    Combined Financial Services and Credit Guide Schedule of FeesAdviser Profile