Sharni Renee Lofgren
Financial Adviser in Turramurra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229647
- Location
- Turramurra NSW 2074
- Licensee
- Lofgren Financial Pty Ltd (AFSL 530501)
- Authorised since
- 21 June 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of NSW (1995); Gradute Diploma in Financial Planning, Securities Institute (2000); Certified Financial Planner, FAAA (2003); ASX Accredited Listed Products Adviser Program, Kaplan (2009); Self Managed Superannuation Funds, Kaplan Professional (2013); Accredited Estate Planning Strategist, FAAA (2014); UNSW Retirement Planning, University of NSW (2016); Aged Care Planning Course, UNSW Business School (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020); Accredited Aged Care Professional, Aged care steps (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharni Renee Lofgren
Sharni Renee Lofgren is a financial adviser in Turramurra, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000229647.
Sharni provides advice as an authorised representative of Lofgren Financial Pty Ltd, which holds Australian financial services licence 530501. That authorisation dates from 21 June 2021.
According to the register, Sharni first provided financial advice in 1999. The qualifications listed for Sharni include Bachelor of Commerce (University of NSW, 1995), Gradute Diploma in Financial Planning (Securities Institute, 2000) and Certified Financial Planner (FAAA, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Sharni Renee Lofgren a registered financial adviser?
Yes. Sharni Renee Lofgren is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229647.
Which licensee does Sharni Renee Lofgren work under?
Lofgren Financial Pty Ltd, Australian financial services licence 530501.
What can Sharni Renee Lofgren give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.