ABOUT US
Cherie Carmody
Senior Financial Adviser
BBus (Acc) ADipFP
Cherie has over 20 years’ experience working as a financial adviser and continues to have a passion for working with her clients to show them how to live their lives free from the fear of financial worries.
This includes working with women to improve their financial literacy. Her personally tailored strategies help people feel secure in their individual financial situation.
Cherie’s clients, many of whom she has worked with for over 15 years, are from professional backgrounds including finance, IT and engineering. Cherie assists all of 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 for beginners and young adults who are just starting out with their first investments.
Cherie is a member of the Financial Planning Association of Australia (FPA).
WHAT OUR CLIENTS SAY
ABOUT US
Judy -
… I love that you are patient about educating me, and that you see it when I have been doing homework and trying to be responsible for my own financial growth. Looking forward to further years of friendship and financial growth together.
November 2019
Colin -
Cherie is a highly motivated executive in the Financial Planning industry. Cherie takes her financial planning responsibilities for her clients very seriously and always places the financial welfare of her clients as a top priority.
July 2016
Peter and Anne -
Thanks for your update & once again for all your advice. We really appreciate having you alongside, not only in these concerning times, but always.
March 2020
Charlie and Jenny -
My wife and I have been a client of Cherie for close to 10 years. We have found over the years that Cherie delivers valuable advice, whether this be on investments, insurance or as a sounding board on some of the projects that Jenny and I have undertaken. She is a very effective communicator, listener and does what she says will do. In more recent times when markets have been challenged Cherie’s insights based on her years of experience has been most valuable for Jenny and me.
May 2020