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Financial Advisers: SHARNI RENEE LOFGREN Information

This is the detailed information about SHARNI RENEE LOFGREN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000229647, the year the Financial Adviser first provided advice is 1999 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:10.

Financial Adviser Number: 000229647
Financial Adviser Name: SHARNI RENEE LOFGREN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1999
Adviser Town: North Turramurra
Adviser State: NSW
Adviser Country: Australia
Adviser Town: North Turramurra
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: STEWART BROWN ADVISORY PTY LTD
    Licence Number: 000355134
    Licence ABN: 19143011750
    The date the Financial Adviser commenced the appointment: 2020-06-24
    Authorised Representative Name: STEWART BROWN ADVISORY PTY LTD
    Authorised Representative Number: 000355134
    Rep Appointed ABN: 19143011750
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser Program - Kaplan ~ Bachelor of Commerce - UNSW ~ Certified Financial Planner AEPS Accredited Estate Planning Strategist - Financial Planning Association ~ Gradute Diploma in Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details on the qualifications the adviser has completed that are FASEA approved: 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNSW~2000 - Gradute Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute~2002 - Certified Financial Planner AEPS Accredited Estate Planning Strategist - Professional Designations - Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Licence Number: 000425542
    Licence ABN: 51159696830
    The company(ies) or people who control the licensee's business: ANVIA (AUSTRALIA) PTY LTD [Date Ceased: 2020-06-24]
    The date the Financial Adviser commenced the appointment: 2017-06-30
    The date the Financial Adviser ceased the appointment: 2020-06-24
    Authorised Representative Name: MYPLANNER PROFESSIONAL SERVICES PTY LTD
    Authorised Representative Number: 000425542
    Rep Appointed ABN: 51159696830
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser Program - Kaplan ~ Bachelor of Commerce - UNSW ~ Certified Financial Planner AEPS Accredited Estate Planning Strategist - Financial Planning Association ~ Gradute Diploma in Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details on the qualifications the adviser has completed that are FASEA approved: 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNSW~2000 - Gradute Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute~2002 - Certified Financial Planner AEPS Accredited Estate Planning Strategist - Professional Designations - Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  3. Financial Adviser Status: Ceased
    Name of the licence holder: AUSTRALIAN PLANNING SERVICES PTY LTD
    Licence Number: 000225982
    Licence ABN: 55010521810
    The company(ies) or people who control the licensee's business: HEINE BROTHERS PTY LTD [Date Ceased: 2019-06-19] ~ Michael Max HEINE [Date Ceased: 2019-06-19] ~ NETWEALTH HOLDINGS LIMITED [Date Ceased: 2017-11-09]
    The date the Financial Adviser commenced the appointment: 2003-05-22
    The date the Financial Adviser ceased the appointment: 2015-11-13
    Authorised Representative Name: AUSTRALIAN PLANNING SERVICES PTY LTD
    Authorised Representative Number: 000225982
    Rep Appointed ABN: 55010521810
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser Program - Kaplan ~ Bachelor of Commerce - UNSW ~ Certified Financial Planner AEPS Accredited Estate Planning Strategist - Financial Planning Association ~ Gradute Diploma in Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details on the qualifications the adviser has completed that are FASEA approved: 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNSW~2000 - Gradute Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute~2002 - Certified Financial Planner AEPS Accredited Estate Planning Strategist - Professional Designations - Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)
  4. Financial Adviser Status: Ceased
    Name of the licence holder: MCEWEN INVESTMENT SERVICES PTY LIMITED
    Licence Number: 000235915
    Licence ABN: 37059850038
    The company(ies) or people who control the licensee's business: Robert Walter McEwen
    The date the Financial Adviser commenced the appointment: 2015-11-13
    The date the Financial Adviser ceased the appointment: 2017-06-30
    Authorised Representative Name: MCEWEN INVESTMENT SERVICES PTY LIMITED
    Authorised Representative Number: 000235915
    Rep Appointed ABN: 37059850038
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: ASX Accredited Listed Products Adviser Program - Kaplan ~ Bachelor of Commerce - UNSW ~ Certified Financial Planner AEPS Accredited Estate Planning Strategist - Financial Planning Association ~ Gradute Diploma in Financial Planning - Securities Institute ~ Self Managed Superannuation Funds - Kaplan Professional
    Provides details on the qualifications the adviser has completed that are FASEA approved: 1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - UNSW~2000 - Gradute Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute~2002 - Certified Financial Planner AEPS Accredited Estate Planning Strategist - Professional Designations - Financial Planning Association
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Financial Planning Association of Australia (FPA)

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.