Sonya White

AustralianSuper Pty Ltd

Platinum

18 Yrs Experience

Brisbane City, QLD 4000

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As a Certified Financial Planner with over 30 years of experience, I help clients achieve better financial outcomes and greater peace of mind.

I specialise in tax-effective strategies, superannuation, retirement planning, and navigating complex financial decisions. My advice is tailored to your personal goals and circumstances, helping you make informed choices both before and after retirement.

A comment I often hear is, "I wish we had sought advice sooner." The good news is that it is never too late to benefit from professional financial advice and make a positive difference to your financial future.

You do not need to be a member of the fund I work for to access a no-cost initial consultation. Contact me today to discuss how I may be able to help.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

Fee for service, fixed price quote.

5.00 May 2026

Well! I start by saying that there should have been more than 5 stars to provide accolade for Sonya's expertise in every category of advice. In January, 2024 Sonya advised my wife and myself on strategies in our retirement which included, investments, funeral bonds, aged pension, budgets and all financial matters pertaining to our future.

We had been retired for some years already and had relocated from interstate. Since then Barb had reached pension age and we wanted to seek professional advice to ensure we had all our finances in place for our future. Our initial meeting with Sonya and then follow up to go through the Statement of Advice confirmed for us that we had made the best decision in engaging Sonya to assist us with our future financial plans. Not only prepared the SOA but helped us throughout with the implementation of all documentation. Sonya made it easy and understandable for both Barb and I.

But the support has not stopped there.

We have since had the usual quirky and difficult questions which we raised with Sonya and a timely response is always forthcoming.

We highly recommend Sonya to you for her experience, dedication and ongoing commitment to her clients.

5.00 February 2026

Sonya has demonstrated a high level of professionalism combined with a wealth of experience and knowledge whilst leading us through all options open to us and providing comprehensive and supportive guidance. At all times she has always been contactable, responsive and understanding in answering any questions that we may have had.

5.00 November 2025

I have been associated with the Financial Industry most of my working life and had the opportunity to work with a number of planners/advisers over that period. Sonya is by far the best that I have come across and always takes the time to understand any issue, then assist in the most practical way. I have no hesitation in recommending Sonya to anyone that needs assistance and is looking for a very competent adviser.

5.00 July 2025

Sonya was very helpful during our transition to and eventual retirement. Her knowledge resulted in restructuring our super for both myself and my wife. Sonya was always willing to adapt her advice as our situation changed from initial meetings until final resolution. Her unbiased and calm manner instilled confidence and we were never reluctant to seek further information.

We would not hesitate to seek her professional help again should it be required.

5.00 June 2025

Sonya was an absolute pleasure to deal with.

Very professional, nothing was too difficult.

Retiring has been a challenging journey for myself, and Sonya was a fantastic leader to guide me through to an extremely happy future. Thank You.

Adviser status Platinum
Rating 4.99
Number of reviews 20
First year providing advice 2008
Years of experience 18
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
Language spoken
- English