Sharni Lofgren

Life Strategies Financial Services

5.00
1 Review
Gold
23 Yrs Experience
North Turramurra, NSW 2074

Recent reviews

Life Strategies Financial Services

Suite 3, 282-284 Bobbin Head Road
North Turramurra, NSW 2074

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Lofgren Financial Pty Ltd

AFSL 530501

5.00
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5.00
Knowledge & expertise
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Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1996

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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