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.
Cheryl is very professional, empathetic and knowledgeable. I left the appointment with peace of mind and a clear vision of how to transition into retirement.
Cheryl made me feel relaxed and at ease and I was very happy with the advice I was given. Thank you.
I am thrilled to share my exceptional experience working with Cheryl from Harvest Wealth SA as my financial planner. Cheryl's expertise, dedication, and personalized approach have made a significant positive impact on my financial journey.
From our very first meeting, Cheryl's professionalism and genuine interest in my financial well-being were evident. She took the time to thoroughly understand my financial goals, aspirations, and concerns. This personalized approach immediately put me at ease and set the tone for a fruitful collaboration.
Cheryl's ability to explain complex financial concepts in an understandable manner is truly commendable. She patiently walked me through each aspect of the financial planning process, ensuring I had a clear grasp of the strategies she was proposing. Her transparency and willingness to address all my questions left me feeling empowered and confident in the decisions we were making.
What sets Cheryl apart is her meticulous attention to detail. She conducted a comprehensive analysis of my financial situation, leaving no stone unturned. Her in-depth evaluation encompassed retirement planning, investment strategies, tax optimization, and risk management. This thorough approach underscored her commitment to crafting a holistic and effective financial plan.
Cheryl's dedication to her clients' success is unparalleled. She went above and beyond to tailor a financial plan that perfectly aligned with my unique circumstances and goals. Her unwavering commitment to my financial well-being was evident in the personalized strategies she recommended.
Beyond the initial planning, Cheryl's ongoing support has been invaluable. She has been readily available to provide guidance, answer questions, and make adjustments as needed. Her proactive approach to client relationships showcases her dedication to providing excellent service long after the initial engagement.
I wholeheartedly recommend Cheryl from Harvest Wealth SA to anyone seeking top-tier financial planning and guidance. Her professionalism, expertise, and caring nature have transformed my financial outlook and provided me with a sense of security I never thought possible. Thank you, Cheryl, for your outstanding service and for helping me pave the way to a brighter financial future!
- Adviser status Platinum
- Number of reviews 3
- First year providing advice 2002
- Years of experience 21
- Master of Financial Planning
Harvest Wealth South Australia127 Ellen St
Port Pirie, SA 5540 13 Flinders Terrace
Port Augusta, SA 5700
- 9:00am – 4:30pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd