Amity Wealth Services
Amity
noun. friendship; peaceful harmony; 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.