Bree Loxley

Financial Adviser

ASIC adviser number:

000452911

Qualifications and training:

2007, Bachelor of Science, Honours, Bachelor Honours Degree (AQF 8), University of Western Australia
2010, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional Education
2016, SMSF Specialist Advisor, Other, SMSF Association
2020, FASEA, Other, FASEA Standard Authority
2020, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Professional Education
2023, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:

2014

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

2 / 179 St Georges Tce
Perth WA 6000

AFS licence holder name:

Flinders Financial Services Pty Ltd

AFS licence number:

000231155

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».