My goal is to help clients achieve financial peace of mind. I am a Certified Financial Planner with over 30 years of experience guiding clients to meet their financial goals and achieve great outcomes. I enjoy helping others navigate their way through complex rules and regulations.
Fee for service, fixed price quote.
Sonya's advice with respect to current superannuation legislation (caps, limits and TTR strategies), as well as investment strategies and tax minimisation, will make a significant difference to our financial position when we choose to retire in a few years. As an ex licensed planner (from 30 years ago), I was impressed with her knowledge and her "user friendliness".
I first met Sonya when I was looking at options to reduce my beneficiaries tax liability upon my demise. Sonya advised (legal) strategies, undertook the planning and then implemented the complex administrative procedures to effect the changes. At all times Sonya was professional and attentive; she is a great communicator and also pleasant to deal with.
Sonya is very helpful and knows her stuff, I am very happy with her service and I have recommended her to several of my friends.
Sonya takes the time to listen and consider our position, she displays full confidence in her knowledge and is clear in her communication.
We started to be advised by Sonya several years ago and we have always found her to be genuine and extremely knowledgeable of the products we sought advice with. When Sonya started at AustralianSuper, we were happy to follow her over and continue to be advised by her.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2008
- Years of experience 15
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
AustralianSuper Pty LtdLevel 10, 120 Edward St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
Industry Fund Services Ltd