Chelsea Robinson
Financial Adviser in Coffs Harbour, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006076
- Location
- Coffs Harbour NSW 2450
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 10 September 2021
- First provided advice
- 2009
- Qualifications
- Diploma Of Financial Services (Financial Planning), Kaplan Professional (2010); Graduate Certificate in Commerce (Financial Planning), University Of Western Sydney (2013); Accredited Aged Care Professional, Aged Care Steps (ACS) (2016); Master of Commerce (Financial Planning), Western Sydney University (2016)
- 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, retirement savings accounts
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Chelsea Robinson
On the Financial Advisers Register kept by ASIC, Chelsea Robinson appears as a current financial adviser in Coffs Harbour, New South Wales, adviser number 001006076.
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 10 September 2021.
The register records 2009 as the year Chelsea first provided financial advice. The qualifications listed for Chelsea include Diploma Of Financial Services (Financial Planning) (Kaplan Professional, 2010), Graduate Certificate in Commerce (Financial Planning) (University Of Western Sydney, 2013) and Accredited Aged Care Professional (Aged Care Steps (ACS), 2016). Chelsea is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Chelsea Robinson a registered financial adviser?
Yes. Chelsea Robinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006076.
Which licensee does Chelsea Robinson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Chelsea Robinson 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; retirement savings accounts. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."