Chelsea Haines


Client Services Coordinator

Chelsea began working with us in early 2016 and has been an integral part of our financial planning business. Although she had no prior experience in financial planning, Chelsea has proven her dedication to her position and her abilities necessary to carry out her role within our team.

She is currently studying for her Diploma in Financial Planning
Was awarded the 2018 Support Specialist of the Year award by Count Financial
Was a competitive cheerleader for seven years
Was previously a barista
She is responsible for coordinating financial planning meetings, managing our client review schedules, preparation of our client presentations, forms, correspondence and the implementation of our advice and other transactions
Helps look after our compliance requirements

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