Chelsea Robinson

CarePlan Advisory Services

Gold
13 Yrs Experience
Charlestown, NSW 2290

I have over 16 years’ experience in the Finance Industry, with the last 11 years spent as a Financial Adviser specialising in Retirement Planning and Aged Care. After many years assisting families with Aged Care Advice, I have decided to follow my passion and start my own business specialising in this area exclusively.

CarePlan Advisory Services was established with the goal to provide guidance, support and advice to those who are making importance life and financial decisions, often at short notice.

We aim to make what can often be complex financial issues and strategies easy to understand, so our clients are better placed to make important financial decisions when thinking about Aged Care and Centrelink.

My Qualifications include:

Justice of the Peace

Graduate Certificate of Commerce (Financial Planning)

Masters of Commerce (Financial Planning)

Diploma of Financial Services

Aged Care Steps Accreditation

FPA Aged Care Specialist

Member of Financial Planning Association

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Master of Commerce (Financial Planning)
  • Language spoken
    • English

CarePlan Advisory Services

Dashworks, 63 Ridley St
Charlestown, NSW 2290

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135