Chelsea Schar

About Chelsea Schar

Chelsea has worked within the financial services industry for a number of years. She holds a Bachelor of Commerce (Corporate Finance) and a Master of Applied Finance specialising in Financial Planning.

Chelsea is passionate about delivering a high quality service, and developing new retirement and wealth creation strategies to achieve her clients’ financial goals.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility