Sharni Lofgren, CFP® AEPS®
| Name | Sharni Lofgren, CFP® AEPS® |
| Company | Life Strategies Financial Services Pty Ltd |
| Address | Unit 3 282 Bobbin Head Road North Turramurra, NSW 2074 |
| Phone | 02 94878200 |
| Website | http://www.lifestrategies.net.au |
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