Loren Renee Brandle
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000869
- Location
- Melbourne VIC 3000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 9 August 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, Kaplan Education Pty Ltd (2007); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2009); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Securities: advice is limited to approved model portfolios only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Loren Renee Brandle
Loren Renee Brandle is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000869.
Advice is given under the Australian financial services licence of Bridges Financial Services Pty Limited, licence number 240837. That authorisation dates from 9 August 2019.
The register records 2011 as the year Loren first provided financial advice. The qualifications listed for Loren include Diploma of Financial Services (Financial Planning) FNS50804 (Kaplan Education Pty Ltd, 2007), FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2009) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Ltd, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Loren is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: advice is limited to approved model portfolios only.”
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Questions people ask
Is Loren Renee Brandle a registered financial adviser?
Yes. Loren Renee Brandle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000869.
Which licensee does Loren Renee Brandle work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Loren Renee Brandle give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: advice is limited to approved model portfolios only."