Sonia has been in financial planning for almost 30 years. During that time, she has dealt with a vast range of clients, ranging from those who wish to consolidate their various super funds and ensure they have enough insurance to protect their lifestyle, as well as pre and post retirees with Centrelink and Aged Care issues, which they need resolved, in a caring manner.
"Helping you achieve (and protect) the lifestyle you deserve".
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 4
- First year providing advice 1992
- Years of experience 32
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Financial Stability
325A Moreland RdCoburg, VIC 3058
Opening hours
- 9:00am – 4:00pm Monday – Friday
Licensed by
Count Financial Limited
AFSL 227232