Sharna has worked for over 5 years in the financial services industry holding the position of Client Relationship Manager in two private investment companies based in Melbourne and Adelaide. She has a Diploma in Financial Services (Financial Planning) and is completing an Advanced Diploma in Financial Services. She has gained sound experience in working alongside senior advisers providing financial planning and strategic investment advice, portfolio construction and ongoing investment management. Sharna is authorised to provide advice on the financial strategies and products stated in this FSG.
Fatuma has worked for over 3 years in the financial services industry as a Client Services Officer in two boutique Wealth Management firms. She provides customer support as well as technical support to senior advisers in the areas of investments, superannuation and tax planning. Fatuma is currently completing her Graduate Diploma in Financial Planning. Fatuma is authorised to provide advice on the financial strategies and products stated in this FSG.