Authorised Representative No. 298686

Life Strategies was established by Sharni’s father Bob Lofgren in 1995 and Sharni joined him in 1997 to “help out for a while”. Sharni took over the management of the firm in 2005 as Bob’s health failed and has managed the business since then.

Since 1997 Sharni has gained extensive experience in the areas of portfolio management and strategy design.

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.

Qualifications

• Certified Financial Planner™
• Bachelor of Commerce (UNSW)
• Graduate Diploma of Financial Planning
• Completed the FPA Accredited Estate Planning Course
• Completed ASX Accredited Listed Products Adviser (ALPA) program
• Justice of the Peace
• Accredited SMSF Adviser

Sharni Lofgren is the Director of Life Strategies Financial Services ABN 70 490 902 616. Life Strategies Financial Services Pty Ltd is a Corporate Authorised Representative No 298686 of Lofgren Financial Pty Ltd AFSL No.530501 ABN 68 641 333 771.

Michael has over 30 years of financial services and corporate finance experience.

Michael joined Life Strategies in 2008 and was a financial adviser for over 12 years before deciding to apply his wealth of experience and skills to his current role as a paraplanner where he provides specialised research and technical support to the advisers and team at Life Strategies.

Over the years, Michael has acquired a specialisation in the area of Life Risk Insurance.

Qualifications

• Bachelor of Commerce (Economics & Finance)
• Diploma of Financial Services (Financial Planning)
• FPA Life Risk Specialist
• Member of Financial Planning Association of Australia (FPA)
• Senior Associate, Financial Services Institute of Australasia (FINSIA)

Joining the Life Strategies team in 2017, Emma Kerdic is a Chartered Accountant and Tax Agent with over 20 years’ experience with small to medium Chartered Accounting firms.

Emma brings a wealth of experience in assisting clients to meet all their taxation needs, paying particular attention to helping clients understand their tax positions and obligations. Her areas of expertise include, income and capital gains tax advice, tax planning and structuring, international tax, tax compliance, accounting and business advice for small to medium enterprises and individuals.

Qualifications

• Registered Tax Agent
• Bachelor of Economics majoring in Accounting
• Member of Chartered Accountants ANZ

Nghi joined the Life Strategies team in September 2022. Nghi started her working life in administration and portfolio accounting for investment banks including Macquarie and JP Morgan before leaving to own and operate two small businesses for almost twenty years.Nghi’s experience in bookkeeping and daily operations in small business means she brings an understanding of the value good communication from your Accounting team can provide.As the Accounting Assistant, Nghi is your first point of contact for providing information to the accounting team and administrative queries in relation to signing documents, organising payments etc for individual tax returns, company and trust financials, Self Managed Super Funds and ASIC reporting requirements.

Qualifications

• Diploma of Business (Finance)
• Xero certified Adviser