Our Team
-
Rob Weston
With over 20 years of experience in the financial services industry, I’m a Certified Financial Planner (CFP®), degree-qualified, and accredited in both Self-Managed Superannuation Funds (SMSF) and Aged Care advice. Over the years, I’ve had the privilege of working with hundreds of families, providing personalised advice across all areas of financial planning. My focus is on delivering clear, strategic guidance that helps clients make confident decisions and achieve their long-term financial goals.
-

Marc Goode (Adviser)
Marc Goode offers comprehensive financial advisory services across all areas including retirement planning and investment management to tax strategies and estate planning. Whether one is looking to maximise their savings, prepare for retirement, or create a sustainable investment portfolio, Marc Goode stands ready to help.
-

Michelle Willis (Adviser)
After 38 years in finance, including branch management at a building society and mortgage broking, I now help clients plan confidently for their financial future. I enjoy helping people achieve their goals and hearing how my guidance brings them confidence and security in retirement.
With a Graduate Diploma in Financial Planning, accreditation as a Behavioral Finance Professional, and designation as a Chartered Retirement Planning Counselor, I combine experience with a genuine understanding of my clients’ circumstances—including those in law enforcement—and help them navigate their unique financial challenges.
I provide advice across superannuation, retirement planning, investments, insurance, and cash flow management.
-

Todd Davis (Adviser)
I have been in the financial services industry since 1990 and have been provided personal advice to clients for over 28 years. Having started with Chelsea Wealth in 2020, I have vast experience in providing advice to current and former law enforcement professionals to help them on their financial journey. I hold the designation of Certified Financial Planner and have completed my Graduate Diploma in Financial Planning and am authorised to provide advice across all key areas of advice, including Self Managed Superannuation Funds. My passion to deliver high quality personal advice and help my clients to achieve their financial goals
-

Kimberly Waine (Client Services Officer)
With over four years of experience as a Client Services Officer within the financial services industry, I’m passionate about providing a personal and supportive experience for our clients, working alongside their adviser. I take pride in being a friendly, reliable point of contact — someone clients can feel comfortable reaching out to with any question or concern.
For me, the most rewarding part of my work is building genuine relationships and making the client experience as smooth and welcoming as possible.
-

Natalie Hayman (Client Servies Officer)
With over 11 years of experience in the finance industry, Natalie is a dedicated Client Services Officer known for her meticulous attention to detail and commitment to delivering exceptional service. She is passionate about building strong client relationships and ensuring every interaction is handled with care and professionalism.
-

Donna Duclos (Client Services Officer)
With over 30 years of experience in the finance industry, 21 years of those in Financial Planning, Donna is a dedicated Client Services Officer known for her professionalism, attention to detail and commitment to delivering exceptional service to all clients.
-

Brody Howie (Client Services Officer)
Brody is a Client Services Officer at Chelsea Wealth. Recent Graduate of Western Sydney University holding a Bachelor of Business majoring in Applied Finance. As one of the firm’s newest team members, he brings a fresh perspective and high enthusiasm for delivering high-quality client support.
Brody is focused on delivering efficient, detail-oriented support while building a deeper understanding of financial advice and client needs. He is committed to developing his expertise within the industry and contributing to a high standard of client services with a genuine enthusiasm for learning and growth.