Chelsea supports the advice team in the delivery and implementation of tailored financial strategies. Having progressed from a Client Manager role, she brings a strong understanding of the end‑to‑end advice process and a client‑first mindset to her work.
With over two years of experience in the financial planning industry and a Bachelor of Commerce majoring in Finance and Financial Planning, Chelsea plays a key role in coordinating advice delivery, assisting with strategy implementation and ensuring clients feel informed and well supported throughout their financial journey.
Known for her approachable nature and clear, timely communication, Chelsea contributes to a seamless and positive client experience.
Chelsea was recognised as a finalist for Graduate of the Year at the 2026 Australian Women in Wealth Awards.
Outside of work, Chelsea enjoys travelling, taking walks with her dog Max, and unwinding while watching the sunset.