Financial Adviser · ADELAIDE, SA

Chelsea Lauren Schar

ADELAIDE, SA

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001245717

Licensee

Fiducian Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Chelsea Lauren Schar

Chelsea Lauren Schar is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry since 2016. Chelsea is currently authorised under Fiducian Financial Services. Chelsea holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chelsea's qualifications include a Master of Applied Finance (Financial Planning) from Charles Sturt University. Chelsea is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This adviser is not authorised to provide advice on self-managed super funds.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Commerce (Corporate Finance)

The University of Adelaide

2016

Accredited Listed Product Adviser Program

Kaplan Professional

2016

Master of Applied Finance (Financial Planning)

Charles Sturt University

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2022 - Present Current

This adviser is not authorised to provide advice on self-managed super funds.

Heritage And People's Choice Limited

Jun 2018 - Jan 2022 Ceased

Professional Investment Services Pty Ltd

Jul 2016 - Jun 2018 Ceased

Not authorised to provide self managed superannuation advice.

Source: ASIC Financial Advisers Register