A senior Financial Adviser with over 20 years’ experience, Cherie Carmody specialises in working with women to improve their financial literacy. She focuses on the challenges of managing an income following separation, divorce or the loss a partner. Her personally-tailored strategies help people feel secure in their individual financial situation. Cherie works with her clients to show them how to live their lives free from the fear of financial worries.

Cherie’s clients are from professional backgrounds including finance, IT and engineering. Also adept at the business management challenges faced by self-employed professionals, Cherie assists all her clients by developing strategies to enable them to reach their personal financial goals.

Highly skilled in wealth creation, retirement planning, superannuation, (including self-managed super funds), investment advice and aged care advice, she also provides guidance and on-going financial education regarding domestic and global economic issues of the day.

On a personal level, Cherie enjoys spending time with family and friends. An enthusiastic patron of the arts, she loves to visit galleries, listen to local live music, check out theatre shows and is currently undertaking artistic painting classes.

Cherie holds a Bachelor of Business (Accounting), Advanced Diploma of Financial Planning and has completed further specialist superannuation training. With many years of industry experience, she is a member of both the Financial Planning Association (FPA) and the Self-Managed Super Fund (SMSF) Association. Currently she is working towards achieving her Certified Financial Planner (CFP) designation with the FPA.

If you’re looking for a team who are truly committed to helping you plan your future, Natallia, Cherie, Kate and team look forward to talking with you over the coming months.