Sharie holds a Bachelor of Business degree. She is a Member of the Institute of Chartered Accountants and holds their accreditation as a Financial Planning Specialist. Sharie is also a Certified Financial Planner and has over 20 years experience in the financial services industry, including over nine years in chartered accountancy.
Sharie has a holistic approach to financial planning, understanding the importance of assisting the client in identifying their financial strategies and providing solutions to control their financial future. This is best achieved through developing a long-term relationship with the client which encompasses regular reviews.
Chris holds a Bachelor of Education degree from London University and is a Master of the Stockbrokers Association of Australia. Chris is a Certified Financial Planner and has over 30 years of financial services experience specialising in financial planning services to private clients. His previous roles include that of Chief Executive Officer of a large financial planning, stockbroking and funds administration Group.