CHELSEA LAUREN SCHAR

Financial Adviser · Adelaide, SA

Registered

Registration Number

001245717

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2016

Registration Date

18/06/2018

Financial Services Licensee

HERITAGE AND PEOPLE'S CHOICE LIMITED

Licence #000244310

📚 Qualifications & 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 - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.