Experience

Cheryl is a highly experienced financial planning professional with extensive expertise across all major areas of the field. She has built a strong reputation for delivering tailored financial solutions, and her areas of speciality include:

• Superannuation & Retirement Planning
• Wealth Creation
• Investment Advice
• Risk Management
• Estate Planning

Qualifications

Cheryl is a Certified Financial Planner and holds a Master of Financial Planning as well as the full Diploma of Financial Planning. She is also a registered Tax Practitioner and a member of the Financial Advice Association Australia (FAAA).

Approach

As an Authorised Representative of Fortnum Private Wealth, Cheryl is committed to helping clients build comprehensive financial strategies to maximise their earning potential during their working years and plan confidently for retirement. She provides high-quality advice, practical solutions, and personalised service to deliver superior outcomes.

Financial Services Guide (FSG)

Cheryl conducts herself with integrity and professionalism, adhering strictly to the standards set out in the Financial Services Guide. This guide outlines the financial services provided, applicable fees, and the licensee responsible:

Authorised Representative of
Fortnum Private Wealth
ABN 54 139 889 535 AFSL 357306