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
I recommended Chelsea to my family to sort out my father’s financial situation during his movement from in - home care, where I was his primary career, to full-time residential care. It was a daunting task going through the maze of options and the system itself is so complicated but Chelsea made the whole process an enjoyable experience with her incredible knowledge and expertise which I believe is second to none. My family were a bit dubious at first, having had a bad experience with previous financial advisers, but now Chelsea has instilled confidence, provided expert advice and did it in such a compassionate and understanding way. Chelsea was a godsend to us at this harrowing time.
Many thanks Chelsea.
I was so happy that I called Chelsea to help us with the transition of my Dad going into Aged Care. With it being a stressful time personally, Chelsea was amazing, helping us with the transition and reducing the stress immensely. I found Chelsea to be professional, kind, with great communication skills and very knowledgeable in her field. I highly recommend Chelsea to anyone needing financial advice.
Chelsea was incredibly lovely to work with, she listened to me and my family, understood our concerns and needs and was incredibly supporting when my family needed it most. Chelsea is very knowledgeable when it comes to Aged Care. She was able to answer all of our questions and provide numerous options and suggestions for my family going forward. Chelsea took so much of the stress out of my mum moving into aged care, I cannot thank her enough.
I would not hesitate to recommend to Chelsea to anyone who has a family member entering the Aged Care system.
Chelsea was amazing helping us with my Dad's aged care journey. She was professional and personable, knowledgeable and very capable in organising and explaining the complex world of aged care placement. Chelsea made a difficult time for my family so much easier with her care and attention. If you need help with anything related to aged care placement then Chelsea is the one.
Chelsea helped me to ensure my aged parents could enter aged care without worrying about any hidden financial pitfalls. She guided us through with clear and unambiguous advice and made recommendations that saved us financially and eliminated a great deal of stress.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2011
- Years of experience 12
- Master of Commerce (Financial Planning)
CarePlan Advisory ServicesDashworks, 63 Ridley St
Charlestown, NSW 2290
- 9:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd