Sophie Doyle
Financial Adviser
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About
Sophia Doyle is an ASIC-registered financial adviser based in Erina, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong educational foundation including a Diploma and Advanced Diploma in Financial Planning from Mentor Education, and a Graduate Diploma of Financial Planning from Kaplan Professional, Sophia is well-equipped to provide expert guidance. Sophia further holds an Accredited Aged Care Professional designation from Aged Care Steps, demonstrating her commitment to specialized advice for those navigating aged care decisions. As a member of the Financial Advice Association of Australia (FAAA), she adheres to the highest ethical and professional standards. Sophia is authorised to provide advice on a wide range of financial products, ensuring that clients receive holistic solutions tailored to their individual needs. Her expertise covers superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. Key services include: • Superannuation advice • Insurance planning • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Sophia today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Sophia Doyle offer?
Sophia Doyle provides comprehensive financial advice covering superannuation, insurance, wealth management, investment strategies, and retirement planning. She also specializes in advice related to Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities.
What qualifications does Sophia Doyle have?
Sophia Doyle holds a Diploma and Advanced Diploma in Financial Planning from Mentor Education, an Accredited Aged Care Professional designation from Aged Care Steps, and a Graduate Diploma of Financial Planning from Kaplan Professional. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Sophia Doyle approach financial planning?
Sophia takes a client-centered approach, beginning with a thorough understanding of your financial situation, goals, and risk tolerance. She then develops a tailored plan to help you achieve your objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with Sophia Doyle?
During your initial consultation with Sophia, you can expect a relaxed and informative discussion about your financial circumstances and goals. This meeting is an opportunity for you to get to know Sophia, ask questions, and determine if her services are the right fit for your needs.
Does Sophia Doyle specialize in aged care financial advice?
Yes, Sophia holds an Accredited Aged Care Professional designation, demonstrating her expertise in providing financial advice to individuals and families navigating the complexities of aged care.
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