Chelsea Fletcher

AustralianSuper Pty Ltd

Platinum
16 Yrs Experience
Melbourne, VIC 3000
I am a Financial Planner* at AustralianSuper, located in Melbourne. I have 25 years experience in finance, initially in accounting and moving into financial planning over 17 years ago. I have been fortunate to work with industry fund members, as well as prospective members, for over 15 years. I have always worked under the fee for service model – no commissions. I thoroughly enjoy working with my clients, using my knowledge, integrity and experience, to help secure their financial future - with retirement planning my specialty.  My studies over the years include a Bachelor of Business, Graduate Diploma in Financial Planning and the Certified Financial Planning CFP® designation. I have also competed the FASEA education requirements and professional exam. *Authorised Representative of Industry Fund Services Limited, ABN 54 007 016 195, AFSL No 232514. https://www.linkedin.com/in/chelsea-fletcher-4a31709b

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • 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 Platinum
  • Rating 4.85
  • Number of reviews 50
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 30, 130 Lonsdale St
Melbourne, VIC 3000

Licensed by

Industry Fund Services Ltd

AFSL 232514

4.85
50 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 50

Sort by

5.00

"I have been advised by Chelsea for a number of years now. My experience is that Chelsea ticks all of the boxes. Excellent knowledge. Timely, proactive and friendly communication. A genuine interest to work through issues to get the best outcome. Has given my wife and myself confidence that we have received best possible support and guidance in a complicated and testing area. Highly recommended."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Did a really good job with us. Do not lose this lady. Very bright and young. Will go along way in this company. Regards, Ian and Michele"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chelsea has provided us with great advice that provides me with great confidence to know we will be look after in our retirement. She explained clearly how our new super will look and will progress. Nothing but high praise for Chelsea....... only regret was we didn't meet her sooner."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Chelsea gave us a clear indication of what we could/would do to ensure a good lifestyle following retirement. Always available and happy to expand on information in a way we where confident in understanding moving forward. Thanks so much for all the help and advice."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Chelsea was able to arrange my pension to complement my other pension to maximise my future finance as well as advising my wife on how best to invest the funds as she is without any super."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our experience with Chelsea has been so positive. Approaching retirement can be quite daunting, but thanks to her expertise we feel very positive and confident with our financial plan. She is so knowledgeable in her field and has such a friendly personality that put us at ease and were able to ask so many questions. It was a pleasure meeting her and we appreciate her work with our plan and would highly recommend her to anyone who requires expert financial advice. Kris and Lisa."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"We seem to be off to a good start. Thank you Chelsea."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I must confess to being somewhat skeptical regarding the need to see a financial adviser but was pleasantly surprised and relieved that I made the sound choice to seek advice from Chelsea. She has a warm and engaging personality, was most efficient, and the report she produced exceeded my expectations. Elaine 3004"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I were looking to switch from VicSuper to Australian Super and wished to speak to an adviser to assist us in this process. We also wanted some detailed financial information in relation to our retirement and maximising our assets over time. My wife has lacked confidence or interest in our superannuation and Chelsea's friendly and clear communication gave my wife the confidence to engage in this process. Chelsea was very well informed and provided options at every stage of the deliberations. Her advice greatly assisted us to achieve our aims and the Statement of Advice she provided outlined our financial situation for the next 20+ years, giving us the confidence to enjoy retired life. She was extremely attentive to detail and easy to deal with. We were both highly impressed."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Very pleased with Chelsea's personal approach, her extensive knowledge and experience and ability to convey the information in an easy to understand manner. Chelsea has certainly relieved a lot of the stress, anxiety and fear of retirement for me, providing me with doable and sensible recommendations and options now and in the future."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 50

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2002

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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