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Profile - Cheryl Rossiter
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Cheryl Rossiter
Authorised Representative
18 Mackay Street
Port Augusta SA 5700
Tel:(08) 8641 0058
Fax: (08) 8641 0256
Mob: 0419 291 144
Australian Securities and Investment Commission (ASIC) Authorised Representative number is 226102
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Cheryl has been actively involved in the financial planning and investment advisory profession since 1989 and has developed considerable expertise and professional competencies in all major areas of financial planning including: - Superannuation & Retirement Planning, Wealth Creation, Investment Advice Risk Management and Estate Planning.
Cheryl is a Certified Financial Planner and has completed the full Diploma of Financial Planning and is also a Member of the Financial Planning Association of Australia (FPA).
As an Authorised Representative, Cheryl believes in helping her clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions.
Services
Cheryl is authorised to provide a wide range of facilities to you, including:
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies
The advice contained herein does not take into account your particular objectives,needs or financial situation. Before making a decision regarding the acquisition or disposal of a Financial Product you should assess whether the advice is appropriate to your objectives, needs or financial situation. You may wish to seek the help of an adviser. No responsibility is taken for persons acting on the information provided. Doing so, you do so at your own risk. Before acquiring a financial product you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.
Registered Office: Level 13, 347 Kent Street Sydney NSW 2000
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