Cheryl Rossiter
Financial Adviser
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About
Cheryl Rossiter is an ASIC-registered financial adviser based in Port Augusta, SA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong foundation built upon a Diploma of Financial Planning from the FPA (2002), a Diploma from the International Institute of Technology (2017), FPC002B from Kaplan Higher Education (2019), a Graduate Diploma (2020) and a Master of Financial Planning from Kaplan Higher Education Pty Limited (2022), Cheryl brings a wealth of knowledge and expertise to her practice. As a Certified Financial Planner with the Financial Advice Association of Australia (FAAA), Cheryl adheres to the highest ethical and professional standards. She is authorized to provide advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. This allows her to offer holistic solutions that address all aspects of her clients' financial lives. Cheryl's expertise includes: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need assistance with insurance and superannuation, Cheryl can provide the guidance and support you need. Contact Cheryl today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Cheryl Rossiter offer?
Cheryl Rossiter specialises in superannuation advice, insurance, wealth management, and retirement planning. She can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Cheryl Rossiter's qualifications?
Cheryl holds a Diploma of Financial Planning from the FPA (2002) and the International Institute of Technology (2017), FPC002B from Kaplan Higher Education (2019), a Graduate Diploma (2020) and a Master of Financial Planning from Kaplan Higher Education Pty Limited (2022). She is also a Certified Financial Planner with the FAAA.
How can Cheryl Rossiter help me plan for retirement?
Cheryl can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income and expenses, and recommending investment strategies to help you achieve a comfortable retirement.
What is the process for working with Cheryl Rossiter?
The process typically starts with an initial consultation to discuss your financial goals and needs. Cheryl will then gather information about your current financial situation and develop a personalized financial plan. She will then present the plan to you and work with you to implement it. Regular reviews and adjustments are made as needed.
What should I expect during my first meeting with Cheryl?
During your first meeting, Cheryl will discuss your financial goals, current financial situation, and risk tolerance. It's a chance for her to understand your needs and for you to ask questions about her services and approach. You should bring any relevant financial documents, such as superannuation statements and insurance policies.
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