Sarah Nicole Roelofs
Financial Adviser in Helensvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260393
- Location
- Helensvale QLD 4212
- Licensee
- Loyalty Financial Services Pty Ltd (AFSL 227096)
- Authorised since
- 8 March 2025
- First provided advice
- 2017
- Qualifications
- Graduate Certificate in Financial Planning, Charles Sturt University (2016); Bachelor of Commerce, University of Tasmania (2018); Margin Lending, Kaplan (2018); SuperConcepts Specialist SMSF Online Learning Modules, Super Concepts (2022); Master of Financial Planning, Kaplan Professional (2023)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Nicole Roelofs
Sarah Nicole Roelofs is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Helensvale, Queensland (adviser number 001260393).
Sarah provides advice as an authorised representative of Loyalty Financial Services Pty Ltd, which holds Australian financial services licence 227096. That authorisation dates from 8 March 2025.
According to the register, Sarah first provided financial advice in 2017. Qualifications and training on file include Graduate Certificate in Financial Planning (Charles Sturt University, 2016), Bachelor of Commerce (University of Tasmania, 2018) and Margin Lending (Kaplan, 2018).
Sarah is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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.
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Questions people ask
Is Sarah Nicole Roelofs a registered financial adviser?
Yes. Sarah Nicole Roelofs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260393.
Which licensee does Sarah Nicole Roelofs work under?
Loyalty Financial Services Pty Ltd, Australian financial services licence 227096.
What can Sarah Nicole Roelofs give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.