Brad Teriini-Mulley

Chelsea Wealth Management Pty Limited

Bronze

7 Yrs Experience

Penrith, NSW 2750

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With over 20 years of experience in the finance industry, I’ve had the privilege of working across a range of roles in major banks, fund managers, boutique financial planning firms, and large corporates since 2005. I’m a registered Justice of the Peace and an associate member of the Financial Planners Association (FPA). I hold a Diploma and Advanced Diploma in Financial Planning, as well as a Graduate Diploma in Financial Planning at a postgraduate level. I’m also qualified to provide advice on Self-Managed Super Funds (SMSFs) and Aged Care. I speak English and am fluent in AUSLAN (Australian Sign Language).

I’m genuinely passionate about helping people identify and achieve their financial goals—whatever they may be. For some, that means investing wisely, improving cashflow or tax efficiency, managing an inheritance, structuring super for long-term growth, or planning for a confident and comfortable retirement. My focus is always on understanding what matters most to you and creating a clear, tailored path to help you get there.

I believe financial advice works best as a partnership. It’s important that you feel just as comfortable and confident working with me as I do with you. Building trust, open communication, and a genuine connection are the foundations of a strong and lasting relationship.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Cashflow & Income
Tax Strategies

Our initial meeting is all about getting to know you—your goals, the steps you’ve taken so far, and where you feel you might need guidance. There’s no cost for this first conversation, as it’s too early in the process to provide formal advice. At the end of our meeting, I’ll outline the strategies I can put in place for you, explain the cost of advice, and then it’s entirely up to you how you’d like to proceed.

4.50 October 2025

Brad has a lovely calm manner, which, some more stressy customers (us oldies), would find reassuring. Brad explains everything very well, and the only reason I gave 3 stars, not 5, is, I get the general gist of his explanations, but I can't say I understand the whole thing, otherwise, I wouldn't pay you to manage my money, I'd do it myself. I guarantee 80% of us don't understand everything that's involved, so that's nothing against Brad, I'm just being honest. I've been with Bridges for a considerable time now, with Lisa, Scott and now Brad. It's a big thing when someone you trust moves on, a bit like your GP leaving, and you have to suddenly trust a stranger with your hard earned retirement. It's scary, especially if you dont bond straight away. I really like Brad, and better still I have trust in the information he gives me. Bridges generally, including the wonderful Donna, are a great Company.

5.00 September 2025

Excellent knowledge and time given to allow me to work through until 2026 review

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.