Sonia Muller

Financial Advice Matters Group Pty Ltd

Silver
21 Yrs Experience
Toowong, QLD 4066

Recent reviews

Financial Advice Matters Group Pty Ltd

Level 4 Toowong Tower, 9 Sherwood Road
Toowong, QLD 4066

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Sonia has given me advice to plan for retirement. Sonia's advice has been of very high quality that I have trusted over the years demonstrating her depth of knowledge and expertise. Sonia's advice stands out in a way that she has always put a what's if question in the planning and put my interest first. This has worked for me. Sonia always makes sure that I understand the strategies. In addition, Sonia is responsive and caring for my needs in a timely way. I highly recommend Sonia Muller."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I retired 10 years ago. We were very lucky to become clients of Sonia. In that time she had assisted us in structuring our investments to meet our retirement needs. She has provided ongoing assistance with our super, real estate and managed funds not only to grow our investments but also provide us with an income stream. Advice was also provided in a clear and easy to understand way. We have no hesitation in recommending Sonia to family and friends."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sonia, you have been an extremely professional, knowledgeable, trust worthy, caring and friendly advisor to us. You have always been there when we have needed you especially in these current uncertain times. If we had not implemented the financial strategies you had advised us on over previous years we would be definitely in a much worse financial situation due to the current crisis."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sonia has been our adviser for over 10 years and we have no hesitation when it comes to recommending her as we have already to friends and acquaintances. Sonia steered us through the potential financial pitfalls as we approached retirement and has continued to do so now that we are well into retirement. Sonia’s advice on Superannuation and Centrelink and organizing our retirement income has been invaluable. She takes the time to clearly understand us and our financial objectives and has always been clear and exact with the financial advice she has provided. Above all, Sonia is very knowledgeable, proactive and on top of government legislation changes that may impact on us financially. At the same time, she is very pleasant and personable and very easy to talk to. Needless to say, we are very happy with the service and friendship that the Sonia has given us."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sonia has given me superannuation advice to progress from employment to retirement. Her advice is always detailed, clear and forward planned to help cater for swings in the market thus enabling me to feel confident with my self funded pension. Sonia is extremely knowledgeable about all financial matters and provides accurate and up to date advice as laws or circumstances change. I value the relationship we have with Sonia as she always listens and genuinely cares for her clients. We have recommended Sonia’s services to any friend or colleague requesting a financial advisor."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over several years, Sonia Muller has been extremely knowledgeable and helpful in providing us with the best possible advice about our Superannuation fund. She provides clarity around complex issues, communicates well and through a deep personal commitment has developed a great understanding of our financial needs. We have recommended Sonia to three of our colleagues and they too have been extremely delighted with the service she has provided to them."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sonia Muller has been providing my wife and I with sound and trusted financial advice for many years leading into our retirement. We have continued this advisory relationship with Sonia now that we are retired. More than anything else, we have always felt that Sonia, as our adviser, acted in our best interests (something which we had not experienced with some previous advisers). While I have a good understanding of financial matters generally, when it came to some of the more complex issues, particularly when it came to arranging my PSS superannuation pension, Sonia delivered the the high quality financial advice I needed. We will always remain in Sonia’s debt for her advice and we would have no hesitation in recommending Sonia as an honest and capable financial adviser."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Integratec)
Completed
2014

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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