The Financial Planning Association of Australia The Financial Planning Association of Australia

Sharni Lofgren, CFP®

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

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

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