Chelsea’s financial foundations
Chelsea’s journey in financial advice began almost 30 years ago while studying her Commerce degree at university. After hearing her best friend’s stories of work experience in stockbroking, Chelsea instantly knew that investing and Australian shares would form part of her future career.
Her first professional role was as a trainee stockbroker in Sydney, where she began building her career in advice before becoming a Financial Planner and Director at a boutique financial services firm specialising in Self-Managed Super Funds. Chelsea then diversified her career across international investment banks, working in Equity Markets, Equity Derivatives and Private Banking.
In 2016, a sea change brought Chelsea to the stunning Sapphire Coast, where she returned to her passion for Financial Planning. After also spending more than five years running her own Holiday Accommodation Management Rights business in Merimbula, Chelsea joined the team at Coastline Advice in 2026.
Chelsea’s approach
Chelsea believes financial advice is about much more than the numbers. It starts with understanding what matters most to each client and helping them make confident decisions about their financial future.
What people say about Chelsea
Approachable, empathetic and considered, Chelsea takes the time to listen, educate and build genuine relationships with her clients. She understands that life can change unexpectedly and believes financial strategies should be flexible enough to evolve as circumstances, priorities and goals change.
Whether helping clients protect what they have, make smarter investment decisions or prepare for a brighter retirement, Chelsea’s goal is to ensure they feel informed, empowered and confident for the journey ahead.
Chelsea’s Interests
Energetic and adventurous, Chelsea believes “life is for living” and makes the most of every opportunity. Between family, fitness, snowboarding, paddle boarding, soccer, tennis, travel and supporting live music, there is rarely a quiet moment.
Chelsea is also passionate about her local community and enjoys giving back to the Sapphire Coast through her involvement with the Merimbula Tourism Board and Pambula Penguins soccer club.
Did you know?
One day, Chelsea hopes to learn Italian and spend part of her retirement exploring Italy — skiing, hiking, boating and enjoying its beauty and history.