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- Sharni Renee Lofgren
Sharni Renee Lofgren
- Name
- Sharni Renee Lofgren
- ID
- 229647
- ABN
- –
- First Provided Advice
- 1999
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Myplanner Professional Services Pty Ltd (#425542)
- Commenced
- June 30, 2017
- Ceased
- June 24, 2020
- Status
- Ceased
- Licence Holder
- Stewart Brown Advisory Pty Ltd (#355134)
- Commenced
- June 24, 2020
- Ceased
- June 16, 2021
- Status
- Current
- Licence Holder
- Lofgren Financial Pty ltd (#530501)
- Commenced
- June 21, 2021
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Aps Melb Pty Ltd (#225982)
- Commenced
- May 22, 2003
- Ceased
- Nov. 13, 2015
- Status
- Ceased
- Licence Holder
- Mcewen Investment Services Pty Limited (#235915)
- Commenced
- Nov. 13, 2015
- Ceased
- June 30, 2017