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Sharnie Mak

Strategic | Key Accounts at Insignia Financial

Sharnie Mak has extensive experience in the financial services industry, currently serving in a strategic role with key accounts at Insignia Financial since August 2017. Prior to this position, Sharnie held roles at TAL Australia in insurance advice and direct sales from July 2014 to August 2017, and contributed to business development, marketing, and sales at 90 West Asset Management Ltd from October 2012 to July 2014. Early career experience includes a focus on client and adviser services, as well as paraplanning at Netwealth from April 2008 to August 2012, and client services at JBS Financial Strategists from 2004 to 2008. Educational qualifications include a Bachelor of Business in Economics and Finance and a Diploma of Financial Services in Financial Planning from RMIT University and Kaplan Australia, respectively.

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