Chelsea Peard
Financial Planner
Qualifications:
- CERTIFIED FINANCIAL PLANNER®
- Advanced Diploma of Financial Planning
- Diploma of Financial Services
- Bachelor of Arts
- Justice of the Peace
Some aspects of financial planning can appear complex at first. I’m interested in helping to reduce the anxiety and confusion people may feel and to help them gain confidence about how their future may develop and improve
Chelsea has more than 20 years of experience in the finance industry and has been a financial planner since 2006.
Before joining Stateplus, Chelsea worked within the financial planning network of a large financial services organisation. She loves providing advice to clients and enjoys playing a role in the creation of a more secure and successful retirement.
Chelsea is focussed on assisting clients in an education process around the complex world of ever-changing legislation, financial products and most importantly her client’s goals and objectives.
Chelsea is originally from country NSW and enjoys getting out of Sydney on weekends with her husband and son.