Sophie Doyle

Morgans Financial Ltd

10 Yrs Experience
Gosford, NSW 2250

Sophie is passionate about providing clients with peace of mind. Working together, she creates a financial strategy tailored to achieve your dreams, goals and objectives.

Sophie specialises in aged care advice, assisting families to make informed financial decisions as they navigate their way through the aged care system.

Sophie spent 3 years working closely with advisers, developing strategies and building on her extensive technical knowledge before joinng Morgans as an Associate Adviser . She has completed the Advanced Diploma of Financial Planning and will be undertaking a Graduate Diploma of Financial Planning in 2020. 

Recognising each person has a unique set of circumstances, Sophie first seeks to gain a complete understanding of your financial position, needs and objectives. By taking a tailored approach, Sophie formulates a financial plan through a variety of strategies that she believes will best achieve your goals and objectives.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Morgans Financial Ltd

Suite 1, 6 Burns Cres
Gosford, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Morgans Financial Ltd

AFSL 235410