Sharni Renee Lofgren
LIFE STRATEGIES FINANCIAL SERVICES PTY LTD · Turramurra NSW 2074 · Advising since 1999
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000229647
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- LOFGREN FINANCIAL PTY LTD · AFSL 530501Through authorised representative LIFE STRATEGIES FINANCIAL SERVICES PTY LTD (no. 000298686)Since 21 June 2021
- Principal business address
- Turramurra NSW 2074
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2021 – presentLOFGREN FINANCIAL PTY LTD · AFSL 530501Through authorised representative LIFE STRATEGIES FINANCIAL SERVICES PTY LTD (no. 000298686)
- CEASEDJun 2020 – Jun 2021STEWART BROWN ADVISORY PTY LTD · AFSL 355134
- CEASEDJun 2017 – Jun 2020MYPLANNER PROFESSIONAL SERVICES PTY LTD · AFSL 425542
- CEASEDNov 2015 – Jun 2017MCEWEN INVESTMENT SERVICES PTY LIMITED · AFSL 235915
- CEASEDMay 2003 – Nov 2015APS MELB PTY LTD · AFSL 225982
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Aged Care Professional
Aged care steps · 2021 · Other
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Bridging Course - Ethics
Aged Care Planning Course
UNSW Business School · 2017 · Other
UNSW Retirement Planning
University of NSW · 2016 · Other
Accredited Estate Planning Strategist
FAAA · 2014 · Professional Designations
Self Managed Superannuation Funds
Kaplan Professional · 2013 · Other
ASX Accredited Listed Products Adviser Program
Kaplan · 2009 · Other
Certified Financial Planner
FAAA · 2003 · Professional Designations
Gradute Diploma in Financial Planning
Securities Institute · 2000 · Graduate Diploma (AQF 8)
Bachelor of Commerce
University of NSW · 1995 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sharni Renee Lofgren claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sharni Renee Lofgren on Souffle yet.
Contacting Sharni Renee Lofgren
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LIFE STRATEGIES FINANCIAL SERVICES PTY LTD
Authorised by LOFGREN FINANCIAL PTY LTD · AFSL 530501
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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