Financial Adviser
· TURRAMURRA, NSW
Sharni Renee Lofgren
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000229647
Sharni Renee Lofgren is a financial adviser based in Turramurra, New South Wales, with 27 years of experience in the financial services industry. Sharni is currently authorised under Lofgren Financial Pty Ltd. Sharni holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FAAA. Sharni is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
University of NSW
2000
Gradute Diploma in Financial Planning
Securities Institute
2003
Certified Financial Planner
FAAA
2009
ASX Accredited Listed Products Adviser Program
Kaplan
2013
Self Managed Superannuation Funds
Kaplan Professional
2014
Accredited Estate Planning Strategist
FAAA
2016
UNSW Retirement Planning
University of NSW
2017
Aged Care Planning Course
UNSW Business School
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
Accredited Aged Care Professional
Aged care steps
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
APS MELB PTY LTD
Source: ASIC Financial Advisers Register