Cheryl Rossiter

Harvest Wealth South Australia

Platinum
22 Yrs Experience
Port Pirie, SA 5540

My qualifications include a Master of Financial Planning, a Graduate Diploma of Financial Planning, and a Diploma of Financial Planning. These academic achievements have provided me with a comprehensive understanding of financial principles and strategies, empowering me to offer you sound and reliable advice.

Additionally, I hold professional designations, most notably as a Certified Financial Planner (CFP), recognized for my expertise and commitment to upholding the highest standards of financial planning.

Over the years, I have actively contributed to the financial planning and investment advisory landscape since 1990, continuously honing my skills and developing expertise in various domains. I am well-versed in Superannuation & Retirement Planning, Wealth Creation, Investment Advice, Risk Management, and Estate Planning, ensuring that you receive holistic and tailored guidance.

Ethics and Ideas:

At the core of my practice, ethics and integrity are paramount. I firmly believe in transparent and honest communication with each of my clients. Your best interests will always be my top priority, guiding every recommendation I make. I am committed to working with you, not just as a planner, but as a trusted partner on your financial journey.

What Sets Me Apart:

What truly sets my services apart is my unwavering dedication to innovation and creativity. I don't believe in one-size-fits-all solutions. Each client is unique, and I take the time to understand your specific circumstances, goals, and dreams. From there, I craft personalized financial strategies that align perfectly with your goals.

Beyond traditional financial planning, I embrace current approaches and stay updated with the latest industry trends. By blending time-tested wisdom with innovative ideas, I can offer you a fresh perspective and open doors to opportunities that others might miss.

With myself, you're not just getting a financial planner; you're gaining a partner who is fully invested in your success. Let's build a future of financial prosperity together, guided by trust, ethics, and innovative thinking. Reach out to me today, and let's embark on this exciting journey side by side.

Expertise

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.96
  • Number of reviews 6
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Harvest Wealth South Australia

127 Ellen St
Port Pirie, SA 5540
13 Flinders Terrace
Port Augusta, SA 5700

Opening hours

  • 9:00am – 4:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306