MenuSharni Lofgren CFP®
About Me
Sharni has worked in financial planning since 1997 and with her team provides financial advice in line with clients needs and goals.
Qualifications: Certified Financial Planner™, Bachelor of Commerce, Graduate Diploma of Financial Planning, FPA Accredited Estate Planning Course, Aged care accreditation, ASX Accredited Listed Products Adviser (ALPA) program, Justice of the Peace
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 25 Years -
Licensed By Lofgren Financial Pty Ltd
