Paraplanner
Chelsea Simpson
(Focus / Expertise)
After welcoming her third child and taking time to focus on her growing family, Chelsea has returned to The Wealth Connection. With extensive experience in customer relations and client services, she is committed to delivering a high level of support and care throughout the advice process.
Chelsea is known for her approachable, organised, and client-focused style. She enjoys building strong relationships, creating efficiencies, and working closely with advisers to ensure clients have a smooth and positive experience.
Based in the Austinmer office, Chelsea is enjoying this next chapter of her career and continues to develop her skills in financial planning while closely supporting the advisers at The Wealth Connection in a paraplanning capacity.
Outside of work, Chelsea enjoys spending time outdoors with her family. Her weekends are often spent attending the local park run, running or riding along the bike path, and catching up with friends at a local ocean swim.