Sharni Lofgren
Financial Adviser
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About
Sharni Lofgren is an ASIC-registered financial adviser dedicated to helping individuals and families in Turramurra and across NSW achieve their financial goals. With over two decades of experience in the financial services industry, Sharni holds a Bachelor of Commerce from the University of NSW and a Graduate Diploma in Financial Planning from the Securities Institute. She is also a Certified Financial Planner (FAAA), an ASX Accredited Listed Products Adviser, and an Accredited Estate Planning Strategist. Sharni is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She offers tailored strategies to help you build and protect your wealth, plan for a comfortable retirement, and navigate the complexities of aged care. As a member of the Financial Advice Association of Australia (FAAA), Sharni adheres to the highest ethical and professional standards, ensuring her clients receive trusted and reliable advice. She is committed to ongoing professional development, holding qualifications in Self Managed Superannuation Funds, Retirement Planning, Aged Care Planning, and Ethics and Professionalism in Financial Advice. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Estate planning strategies Ready to take control of your financial future? Contact Sharni Lofgren today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Sharni Lofgren provide?
Sharni Lofgren provides comprehensive financial advice including superannuation advice, retirement planning, wealth management, insurance, and estate planning strategies. She can help you with building wealth, planning for retirement and protecting your assets.
What qualifications and experience does Sharni Lofgren have?
Sharni holds a Bachelor of Commerce from the University of NSW, a Graduate Diploma in Financial Planning, and is a Certified Financial Planner (FAAA). She has over 20 years of experience in the financial services industry and numerous specialist qualifications in areas like SMSFs, estate planning, and aged care.
How does the financial planning process work with Sharni Lofgren?
The process typically starts with an initial consultation to understand your financial goals and current situation. Sharni will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments ensure the plan remains aligned with your evolving needs.
What should I expect during my first meeting with Sharni Lofgren?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Sharni will explain her approach to financial planning and how she can help you achieve your objectives. This is also an opportunity to ask any questions you may have.
How does Sharni Lofgren stay up-to-date with the latest financial regulations and industry changes?
Sharni is committed to ongoing professional development and regularly attends industry conferences and training sessions. She is a member of the FAAA and adheres to their code of ethics, ensuring she provides advice that is always in your best interest. She also holds qualifications in Ethics and Professionalism in Financial Advice.
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