Sonya White

AustralianSuper Pty Ltd

Platinum

17 Yrs Experience

Brisbane City, QLD 4000

About Sonya
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

As a Certified Financial Planner with over 30 years of experience, my primary objective is to help clients achieve optimal financial outcomes and peace of mind, both before and after retirement. I specialize in navigating complex financial regulations to provide tailored advice that meets each client's unique needs. Many clients often express their gratitude, saying, "I wish we had seen you sooner." It is never too late to get advice and make a difference, however.

You do not need to be a member of the fund I work for, to receive advice that is in your best interest. Please feel free to contact me to discuss how I can assist you in achieving your financial goals.

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 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.

4.75 June 2024

Sonya guided us through the maze of superannuation rules and regulations to advise on planning for the future, maximising our super returns and tax benefits. She has done a great job and I would recommend her without hesitation. She is a good communicator and has a relaxed style. Thank you Sonya.

5.00 January 2024

We found Sonya an absolute pleasure to deal with. Her knowledge is invaluable and she explained everything to us in “Plain English”. We are so glad we chose Sonya to help us into retirement and would recommend her every time.

Adviser status Platinum
Rating 4.98
Number of reviews 15
First year providing advice 2008
Years of experience 17
Highest qualifications
- Certified Practicing Accountant (CPA)
- Certified Financial Planner (CFP)
Language spoken
- English