Warakirri Asset Management
Claudia Sheers is a seasoned professional in business development and financial services, currently serving as the Business Development Manager for Warakirri Asset Management since March 2022, after holding the role of Senior Business Development Associate. Prior to this, Claudia gained valuable experience as an Associate Financial Advisor at Planning Partners from April 2019 to March 2022 and as an Investor/Advisor Services Officer at Generation Life from January 2018 to April 2019. Claudia holds a Bachelor of Commerce in Financial Planning and Services from Deakin University, completed in 2019.
Warakirri Asset Management
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Warakirri is an Australian Aboriginal word meaning "to grow". As the name suggests, Warakirri was established for that very purpose – to grow the wealth of investors. Warakirri was established in 1993 with a view to provide charitable and tax-exempt investors with an investment vehicle managed specifically to their tax-exempt status. In 1993, Warakirri's first trust, the Warakirri Charitable Australian Equities Trust was launched. Since then, Warakirri has established numerous trusts and funds specifically designed to meet the varied needs of investors. Today, Warakirri provides specialist investment vehicles to meet the needs of charities, superannuation and individual investors across Australian and global equities, cash, Australian agriculture, currency management and US real estate. In addition, Warakirri is a leading provider of after-tax benchmarking, reporting and performance analytics. Warakirri is a private company, 100% owned by its Directors and staff and has a Board of Directors with a majority independent director representation. Warakirri holds an Australian Financial Services Licence (#246782).