Brad Teriini-Mulley profile photo

Brad Teriini-Mulley

Chelsea Wealth Management Pty Limited

Bronze
7 Yrs Experience
Penrith, NSW 2750

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.

Expertise

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

My fees

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Chelsea Wealth Management Pty Limited

Suite 1, 320 High St
Penrith, NSW 2750

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256