Sophie Atkinson

Visualise Wealth

Gold
24 Yrs Experience
St Ives, NSW 2075

Recent reviews

Visualise Wealth

21 Carissa Avenue
St Ives, NSW 2075

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Master of Applied Finance (Estate Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Premium Advisory Pty Ltd

AFSL 472548