Sonia recognises that professional and personalised advice can be life changing. Sonia will work alongside you to indentify your immediate and life-long financial goals and provide you personalised strategies to achieve these with wealth and conviction.
Sonia holds a Bachelor of Economics (double major in Finance and Accounting), the Advanced Diploma of Financial Planning and is a Self-Managed Superannuation Fund Specialist Adviser™. She brings 23 years corporate experience to the advice process, having worked in senior roles with Australian Unity, SuperConcepts/AMP and The Australian Financial Review. Sonia is a member of the Financial Planning Association of Australia and the Self-Managed Superannuation Professionals Association of Australia.
Furthermore, Sonia has met the new FASEA financial planner qualifications with a Distinction achieved in Ethics and Professionalism.
Her interests are spending time with her family, hiking, playing tennis, skiing, travelling and all things active by the beach.
Put yourself on the path to financial success; speak to one of our expert adviser’s today to find out how we can help you.