Cheryl Welling
Financial Adviser in Nelson Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242811
- Location
- Nelson Bay NSW 2315
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 10 November 2025
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2015); Master of Applied Finance, Charles Sturt University (2016); Commercial Law Course, Kaplan Professional (2025); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025); Specialist SMSF Course, SuperConcepts & University of Adelaide (2026)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Cheryl Welling
On the Financial Advisers Register kept by ASIC, Cheryl Welling appears as a current financial adviser in Nelson Bay, New South Wales, adviser number 001242811.
The licensee Cheryl advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 10 November 2025.
The register records 2016 as the year Cheryl first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009) and Accredited Listed Product Adviser Program (Kaplan Professional, 2015).
Cheryl is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Cheryl Welling a registered financial adviser?
Yes. Cheryl Welling is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242811.
Which licensee does Cheryl Welling work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Cheryl Welling give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.