Sonia Turkovic

Financial Stability

Gold
30 Yrs Experience
Coburg, VIC 3058
Sonia has been in financial planning for almost 30 years. During that time, she has dealt with a vast range of clients, ranging from those who wish to consolidate their various super funds and ensure they have enough insurance to protect their lifestyle, as well as pre and post retirees with Centrelink and Aged Care issues, which they need resolved, in a caring manner. "Helping you achieve (and protect) the lifestyle you deserve".

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Aged Care

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1992
  • Years of experience 30
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Financial Stability

325A Moreland Road
Coburg, VIC 3058

Opening hours

  • 9:00am – 4:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

5.00
3 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—3 of 3

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5.00

"I want to thank Sonia Turkovic on the excellent financial and personal service and advice she has provided to me over the past 7 years and more recently where she was there again to guide and support me in connection with changes to my personal circumstances. Sonia has always been responsive and answered all my questions. I was never left wondering what was to happen next, which makes a difficult process like superannuation and taxation relatively stress and worry free. Sonia has had many years’ experience in the financial advisory/planning profession and she continually upgrades her qualifications so that she can give the best possible advice to her clients. Sonia is knowledgeable, always professional and acts with integrity and honesty. Sonia is empathetic and practices client focused customer service. She makes recommendations based on what is best for the client and not whether the financial gains are greater. I would have no hesitation in recommending Sonia Turkovic and Financial Stability to all my business colleagues, friends and family."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Sonia to be very professional and caring in the advice given to me on my financial situtation."

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

"Sonia is as fantastic as her reviews suggest. A consumate professionale who is caring direct and efficient. I came to Sonia with a complex power of attorney matter, investing for my grandmother in aged care and felt not only understood but in return we’ll advised. Full marks of appreciation!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1995

Diploma of Margin Lending

Level
5 - Diploma
Institution
Pinnacle Financial Services Academy
Completed
2010

Certificate in Applied Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
NewTower Trust Company
Completed
2004

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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