Brad Teriini-Mulley

Chelsea Wealth Management Pty Limited

Bronze

7 Yrs Experience

Penrith, NSW 2750

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Brad has over 15 years’ experience in finance working in a range of roles in major banks, fund managers, boutique financial planning firms and larger corporates.

He is a registered Justice of the Peace and an associate member of the Financial Planners Association (FPA). Brad has completed the Diploma in Financial Planning, Advance Diploma in Financial Planning and is currently studying the Graduate Diploma in Financial Planning through Griffith University. Further to this, Brad is qualified to assist with Self Managed Super Fund and Aged Care advice.

Brad is passionate about helping clients identify and achieve their goals. This can be anything from savings for a house, investing inheritance, structuring superannuation for long term growth or planning your retirement.

He believes in paving a pathway of financial advice to discuss and target your future goals and planned expenses. The earlier in life you engage with financial advice, the greater opportunity there is to achieve your goals.

Brad feels that financial advice is a working relationship best achieved by working together, you need to feel just as comfortable and trusting of Brad as he does with you. This builds a strong and lasting relationship of ease, trust and dependability.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

During our initial consultation, we will have an open discussion about your goals and how financial planning may help to acheive these. There is no fee for this meeting as no advice is provided during this meeting.

5.00 September 2025

Brad related to Brian and myself very well, explained our portfolio and any changes he will make to our satisfaction.

5.00 September 2025

From the get go we felt secure with Brad’s advice, experience & retirement planning strategies. Retirement should not be a struggle; Brad is managing our financial affairs with discernment, care & diligence. Hats off to the support team from Chelsea Wealth, they’ve been great.

5.00 September 2025

Brad is like a breath of fresh air. Initially my husband and I were with another adviser for about a year in the trusted Chelsea Wealth Management. We had an option to leave Chelsea Wealth and join our adviser privately. Thank goodness we didn't. Our first meeting with Brad made us feel at ease because he spoke in a calming voice explaining everything with clarity. This was a challenge because my husband is hearing impaired and often asks questions in advance or changes the topic at hand. Brad would answer his question at hand and then go back to his previous course. Brad is very knowledgeable and there is no question that is too simple. Brad has certainly gained our trust in managing our financial affairs. We both retired years apart and there were other issues to contend with, so our portfolio was very complexed. Trust is so important because I had always done our budget and now without 2 incomes for the rest of our lives was the scariest thing to go through. On top of that I had my Mum in palliative care, my husband’s health challenges, and I was completely exhausted from the Nursing world. Thankyou Brad for not only taking care of our finances but also being understanding and supportive through this transition.