Financial Adviser
· PORT AUGUSTA, SA
Cheryl Marilyn Rossiter
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000226102
Cheryl Marilyn Rossiter is a financial adviser based in Port Augusta, South Australia, with 24 years of experience in the financial services industry. Cheryl is currently authorised under Fortnum Private Wealth Ltd. Cheryl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Cheryl is a member of Financial Advice Association of Australia (FAAA) - Certified Financial Planner.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
FPA
2019
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities & Standard Margin Lending
ELDERS FINANCIAL PLANNING PTY LTD
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register