Chelsea Ann Peard
Financial Adviser in Penrith, New South Wales, Australia
Review Chelsea Ann Peard
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000302493
- Location
- Penrith NSW 2750
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 1 December 2019
- First provided advice
- 2006
- Qualifications
- Bachelor of Arts, University of New South Wales (1995); Diploma of Financial Services (Financial Planning), AMP Limited (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); TASACL Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Chelsea Ann Peard
On the Financial Advisers Register kept by ASIC, Chelsea Ann Peard appears as a current financial adviser in Penrith, New South Wales, adviser number 000302493.
Chelsea provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. That authorisation dates from 1 December 2019.
The register records 2006 as the year Chelsea first provided financial advice. Qualifications and training on file include Bachelor of Arts (University of New South Wales, 1995), Diploma of Financial Services (Financial Planning) (AMP Limited, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
Reviews
Nobody has reviewed Chelsea Ann Peard here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Chelsea Ann Peard a registered financial adviser?
Yes. Chelsea Ann Peard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000302493.
Which licensee does Chelsea Ann Peard work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Chelsea Ann Peard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."