Sonia Amsing

I've been part of the AgeWise Financial Planning team since 2023, initially working as a Paraplanner and now as a Provisional Financial Adviser and am currently in the final stages of becoming a fully licensed Financial Planner.

Bringing more than 20 years of experience across a range of roles in both corporate environments and small businesses, predominantly within the financial services industry. My background includes small business management of investments, property, accounts and tax, plus customer service, project management and operations management roles, giving me a well‑rounded and practical approach to advice.

I enjoy building meaningful connections with clients, taking the time to understand their circumstances and provide guidance through their options, especially during periods of change or transition. I’m passionate about helping clients feel informed, confident, and supported as they work towards their financial goals.

I have successfully completed a Graduate Diploma in Financial Planning, passed the ASIC Financial Adviser exam plus I hold an Associate Diploma in Banking and Finance and a Masters of Business Administration.