Sharni Lofgren

Financial Adviser

ASIC adviser number:

000229647

Qualifications and training:

1995, Bachelor of Commerce, Bachelor Degree (AQF 7), University of NSW
2000, Gradute Diploma in Financial Planning, Graduate Diploma (AQF 8), Securities Institute
2003, Certified Financial Planner, Professional Designations, FAAA
2009, ASX Accredited Listed Products Adviser Program, Other, Kaplan
2013, Self Managed Superannuation Funds, Other, Kaplan Professional
2014, Accredited Estate Planning Strategist, Professional Designations, FAAA
2016, UNSW Retirement Planning, Other, University of NSW
2017, Aged Care Planning Course, Other, UNSW Business School
2020, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan
2021, Accredited Aged Care Professional, Other, Aged care steps

When adviser first provided advice:

1999

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

SE 3, 282 BOBBIN HEAD Rd
Turramurra NSW 2074

AFS licence holder name:

Lofgren Financial Pty Ltd

AFS licence number:

000530501

Licence controlled by:

The Trustee For The Robert John Lofgren Trust

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