Shereen Churchill

CFP® BCom (Finance), Adv DFP, FPAA Member Business Owner, Certified Financial Planner® (02) 9486 3100

I am a passionate believer in the value financial advice can have in unlocking people’s financial freedom. I find that investing the time to educate my clients empowers them to make confident financial decisions and puts them on the right track to achieve financial success.

Shereen has been providing holistic advice as a financial planner for over 15 years, has been working in the industry since 2003 and in July 2018, after 3.5 years servicing ITL Financial Planning clients, became a Partner of ITL Financial Planning.

In line with Shereen’s strong ethical values and beliefs, she also successfully completed the very first ethics course formally recognised by the regulatory body.

Shereen is married to Andy, who she met whilst living in London, and has a son. She enjoys spending quality time with her family and learning about the history, food and culture of different countries by experiencing this first hand. After 9 years working with the team in Belrose, she is living and working in London but keeps in touch with the team each day so she’ll always know what’s happening in our client’s lives.

Shereen Churchill is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306. However, she will not be acting in her capacity as a Financial Adviser, in relation to the provision of personal financial advice, whilst employed with ITL Financial Planning.

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"What I really love about working at ITL Financial Planning is that the size of the business allows me to spend more time focusing on our clients and what they want to achieve. There is no cookie cutter approach."