Sharni is a Financial Planner who works closely with you to design and implement strategies to assist in meeting both your current and future financial needs and objectives by:

• Discovering and agreeing your goals and objectives.
• Developing personalised strategies to achieve these goals and objectives.
• Managing and reviewing the ongoing portfolio in conjunction with you.

Sharni also has a strong background in self managed superannuation fund strategy and fund administration.

Qualifications

Certified Financial Planner™
Bachelor of Commerce
Graduate Diploma of Financial Planning
Completed the FPA Accredited Estate Planning Course
Completed ASX Accredited Listed Products Adviser (ALPA) program
Justice of the Peace

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