Amity Wealth Services
Amity
noun. friendship; peaceful harmony;Â mutual understanding
Amity Wealth Services was founded from a love of finance, a passion to educate and provide relationship-based wealth services.
Having over 12 years of experience, working on complex strategies for medical professionals, business owners, to first home buyers and families, our financial planners offer a wealth of knowledge.
​​
Through education and collaboration, we help you to make smarter financial decisions.
Sharni
Financial Planner
Sharni has over 12 years of experience within the Financial Services industry.
​
She holds a Bachelor of Commerce (Financial Planning & Accounting) and has further specialist accreditation with Self-Managed Super Fund (SMSF), Margin Lending and Ethics/Professionalism in Financial Advice. She is a Tax (Financial) Adviser.
​
Sharni is passionate about helping clients proactively take steps to improve their finances.
​
On the weekends you will find her catching up with friends / family over a coffee or a cocktail, spending time on the water or let's be real, 'nerd-ing' out over something finance-related.