Financial Adviser
· WEST LEEDERVILLE, WA
Bree Emily Loxley
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000452911
Bree Emily Loxley is a financial adviser based in West Leederville, Western Australia, with 12 years of experience in the financial services industry since 2014. Bree is currently authorised under Profusion Advisory Group, operating through Profusion Planning. Bree holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bree's qualifications include a Bachelor of Science. Bree 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
2007
Bachelor of Science
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2016
SMSF Specialist Advisor
SMSF Association
2020
FASEA
FASEA Standard Authority
2020
Graduate Diploma of Financial Planning
Kaplan Professional Education
2023
Accredited Aged Care Professional
Aged Care Steps