Cheryl Rossiter

Harvest Wealth South Australia

Gold
24 Yrs Experience
Port Pirie, SA 5540

I have been helping individuals and families make confident financial decisions since 1990, and I believe good financial advice starts with understanding what matters most to each client.

I hold a Master of Financial Planning, Graduate Diploma of Financial Planning and Diploma of Financial Planning, and I am a Certified Financial Planner (CFP). My experience covers retirement planning, superannuation, investments, wealth creation, personal insurance and estate planning strategies.

As the principal of Harvest Wealth SA, my approach is personal, practical and straightforward. I take the time to understand each client's circumstances, priorities and longer-term goals before recommending a strategy. I don't believe financial advice should be one-size-fits-all. The right strategy needs to work for the individual and be something they genuinely understand and feel comfortable implementing.

Many of my clients are approaching or already enjoying retirement, where financial decisions can become increasingly complex. My role is to help make those decisions clearer, whether that involves structuring superannuation and retirement income, managing investments, navigating Centrelink considerations or ensuring financial arrangements support broader estate planning objectives.

I place a strong emphasis on trust, transparency and long-term relationships. I want my clients to understand not only what I am recommending, but also why I am recommending it and how it helps them achieve what is important to them.

For me, financial planning is about much more than investments and numbers. It's about helping people make informed decisions, simplifying complexity and giving them confidence about their financial future.

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 Gold
  • Rating 4.96
  • Number of reviews 7
  • First year providing advice 2002
  • Years of experience 24
  • 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 – 4:00pm Monday – Thursday
  • 9:00am – 1:00pm Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221