Financial Adviser · NARRE WARREN, VIC

Sally Luxford

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000312500

Sally Luxford is a financial adviser based in Narre Warren, Victoria, with 24 years of experience in the financial services industry. Sally is currently authorised under Count Financial Limited. Sally 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Sally 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

2005
Diploma of Financial Services (Financial Planning)
Tribeca
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education

Registration History

Oct 2023 - Present Current
AFFINIA FINANCIAL ADVISERS PTY LTD
Jan 2020 - Oct 2023 Ceased
Dec 2009 - Jan 2020 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register