
Name | Sharni Lofgren CFP® |
Company | Life Strategies Financial Services Pty Ltd |
Address | Unit 3 282 Bobbin Head Road North Turramurra, NSW 2074 |
Phone | 02 94878200 |
Website | 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.QualificationsCertified Financial Planner™Bachelor of CommerceGraduate Diploma of Financial PlanningCompleted the FPA Accredited Estate Planning CourseCompleted ASX Accredited Listed Products Adviser (ALPA) programJustice of the Peace