Anjali Sharma

With over 28 years of experience in the financial services industry, Anjali has spent more than a decade specialising in personalised financial advice. Since beginning her career in 1999, she has built lasting relationships with clients, guiding them through every stage of life with confidence and care.

Anjali is dedicated to delivering tailored, high-quality advice and exceptional client service. Her warm, client-focused approach is deeply rooted in the same values she holds close in her personal life: trust, connection, and care.

Passionate about nurturing the next generation of financial professionals, Anjali actively mentors emerging advisers, offering guidance, industry insights, and ongoing support to help them build successful, values-driven careers. Anjali firmly believes in the power of education and empowerment, especially for women navigating their financial futures.

Anjali’s expertise spans a wide range of advice areas, including:

• Wealth accumulation
• Personal risk advice
• Retirement planning
• Centrelink strategies
• Aged care

Outside the Office

Anjali values quality time with her family and finds joy in creating meaningful memories with her loved ones.