Sonya White

AustralianSuper Pty Ltd

Platinum

17 Yrs Experience

Brisbane City, QLD 4000

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I am a Certified Financial Planner with over 30 years of experience. My primary objective is to help clients achieve the best financial outcomes possible, and peace of mind. I specialise in navigating complex tax and super rules to provide tailored advice that meets each client's unique needs, before and after retirement. Clients often say "I wish we had seen you sooner." However, it is never too late to get advice and make a difference!

You do not need to be a member of the fund I work for, to have a no cost initial consultation and investigate if you can benefit from personal advice. Please feel free to contact me to discuss how I can assist you.

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 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.

5.00 April 2025

We have found Sonya very professional in our dealings with her & also friendly and courteous during all communications. Her knowledge and advice was & has been very helpful on our way to retirement. All our communications were very prompt, be that in person, via Teams meeting (we moved 500km away), phone & emails. If I required any further advice or recommendations for any reason, I would not hesitate to use her again or recommend her to other people.

5.00 March 2025

We had been searching for a financial adviser for some time when we found Sonya. From the very first meeting, Sonya was informative knowledgeable and showed a very good interest in helping us through our uncertainties of retirement plans & investments. Sonya was a great listener, communicator & understood where we were & what we wanted to achieve. Very professional but also personalized our needs. Sonya gave us the confidence we need with a financial adviser. Sonya produced & implemented our financial plan with all our requirements with ease. We highly recommend Sonya to any person(s) needing financial assistance without hesitation. Sonya is an absolute champion. Thanks Sonya for all your hard work, efforts & ongoing support.

5.00 February 2025

Sonya has been excellent to work with. Her communication is clear, concise and very responsive. I would highly recommend her services.

Adviser status Platinum
Rating 4.99
Number of reviews 17
First year providing advice 2008
Years of experience 17
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
Language spoken
- English