Overview.

Cherry Wealth was built on a simple idea: financial advice should be as personal as the people it serves. We care about your goals like they’re our own and build real relationships that last well beyond the first meeting.

Led by SMSF Specialist Erryn, our team is dedicated, approachable, and here to help you feel confident about your financial future.

Our Mission

We empower individuals and families

At Cherry Wealth, our mission is to empower individuals and families to make confident, informed financial decisions through personalised advice, genuine care, and long-term partnerships.We’re here to simplify the complex, protect what matters most, and guide our clients toward a secure and fulfilling financial future.

Our Values.

At the heart of everything we do are the values that guide our relationships, decisions, and advice. We believe in building genuine connections, delivering consistent support, upholding the highest standards of integrity, and simplifying the complex.

Relationship-first:

We prioritise your life goals, not just your numbers.

Dependable:

You can count on us through every life stage.

Integrity:

We act with honesty, transparency, and always in your best interests.

Clarity over complexity:

We make financial advice easy to understand.

Meet the Team.

Erryn

Director and Financial Adviser

Erryn holds a Graduate Diploma in Financial Planning, complementing her earlier studies which include a Bachelor of Business majoring in Accounting and Human Resources, along with a Diploma of Financial Planning.

She began her career in financial planning in 2017 after spending 13 years as a human resources practitioner across both private and government sectors. This broad experience has given her strong interpersonal skills and a genuine ability to connect with people from all walks of life.

With a long-standing interest in finance and love for helping people, Erryn’s move into financial planning was a natural evolution. She thrives on building long-term relationships with clients and is passionate about helping them gain clarity, confidence, and control over their financial future.

In 2021 Erryn, Sue Langley, Erryn’s mother in law and the former Director or the business retired, and Erryn took over the reins and has been the Director and Financial Adviser ever since.

On the weekend Erryn likes to spend time with her husband Chris and daughters Eloise and Isla, often driving them around to their many sporting endeavours, she is a lover of all pets especially her own dogs, and in rare downtime Erryn loves camping and the outdoors.

Yolanda Luan

Paraplanner

Yolanda joined the team in August 2023 as our Paraplanner, she holds qualifications as follows a Bachelor’s degree in Commerce (double major in Finance and Actuarial Studies) and Advanced Diploma of Financial Planning, she loves the technical details of preparing financial plans.

As a paraplanner, Yolanda supports Erryn in her role as a financial adviser by preparing the technical and administrative aspects of financial advice document. This includes researching strategies and products, analysing client information preparing and drafting Statement of Advice (SOA)  and  Record of Advice (ROA) documents. By handling the behind-the-scenes work, she helps ensure that Erryn can focus on delivering high-quality, personalised service to our clients.

On the weekend Yolanda likes to do some reading related to financial news, watch movies, go out shopping and hang out with her friends. Having a good work-life balance help her keep passionate about her job.

Felicity Matthews

Client Services Officer – Implementation Expert

Felicity joined Cherry Wealth in 2023, bringing over a decade of experience as a Client Services Manager in the financial planning industry. With her extensive background and deep understanding of client needs, she plays a key role in making financial plans a reality.

Working closely with Erryn, Felicity is responsible for ensuring the smooth and timely implementation of financial advice. From preparing and lodging paperwork to liaising with product providers and tracking progress, she oversees every detail of the process with precision and care. She’s often the friendly voice or helpful email guiding clients through each step, following up as needed to keep everything on track. Felicity’s sharp attention to detail, proactive approach, and genuine passion for helping people create a seamless and supportive experience for every client she works with.

Outside of work, Felicity is a proud mum of 3 children, she spends many weekends on the move, chauffeuring her kids to various sporting events. When she’s not on the sidelines, you’ll find her in her paddocks with her cattle, sheep, and Golden Retriever, Banjo at their family property.

Ann Allosa

Client Services Office – Administration

Ann joined our team in 2021, bringing with her a keen eye for detail and a genuine passion for helping others. She plays a vital role in ensuring a smooth and efficient client experience across all touchpoints.

As our Client Services Officer specialising in administration, Ann supports both Erryn and our valued clients with a wide range of tasks — from managing appointments and preparing for review meetings, to maintaining accurate and up-to-date client records.

A dedicated team member, Ann’s strong organisational skills and commitment to excellence help keep our operations running seamlessly behind the scenes.

Outside the office, Ann enjoys spending quality time with her family and catching up with friends. With a natural curiosity and zest for life, she loves exploring new experiences, thriving on adventure and discovery. She deeply values creating meaningful connections and cherishing lasting memories with those closest to her.

Get a personal consultation.

Call for an obligation free initial discussion to see if we would be a good fit to assist you