Sophia Atkinson
Financial Adviser
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About
Sophia Atkinson is an ASIC-registered financial adviser dedicated to helping individuals and families in St Ives, NSW, achieve their financial goals. With a career spanning over two decades, Sophia holds a Diploma of Financial Planning from Deakin University (2003), a Self Managed Superannuation Funds certification from Kaplan Professional (2004), and earned the prestigious Certified Financial Planner designation from the Financial Planning Association (2005). Furthering her expertise, she became a Life Risk Specialist with the FPAA in 2013, and completed a Master of Applied Finance (Estate Planning) from Charles Sturt University in 2019. She is an active member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to upholding the highest professional standards. Sophia provides comprehensive advice across a range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring her clients receive well-rounded and tailored solutions. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Estate Planning Whether you are planning for retirement, seeking to grow your wealth, or need to protect your family's future, Sophia can provide expert guidance and support. Contact Sophia today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Sophia Atkinson provide?
Sophia Atkinson offers a comprehensive range of financial advice services, including superannuation advice, retirement planning, wealth management, insurance solutions, and estate planning. She tailors her advice to meet the unique needs of each client.
What qualifications does Sophia Atkinson have?
Sophia Atkinson holds a Diploma of Financial Planning, a Self Managed Superannuation Funds certification, is a Certified Financial Planner, a Life Risk Specialist, and has a Master of Applied Finance (Estate Planning).
What is the process for working with Sophia Atkinson?
The process typically begins with an initial consultation to understand your financial goals and current situation. Sophia will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing monitoring and support to ensure you stay on track.
What can I expect from a consultation with Sophia Atkinson?
During a consultation with Sophia, you can expect a thorough assessment of your financial needs, a clear explanation of your options, and a collaborative approach to developing a financial plan that aligns with your goals.
How can Sophia Atkinson help me with my retirement planning?
Sophia can help you develop a comprehensive retirement plan that takes into account your current savings, expected expenses, and desired lifestyle. She can provide advice on superannuation strategies, investment options, and income planning to ensure you have a comfortable and secure retirement.
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