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Tonia Sanderson

Financial Adviser

Altitude Wealth Management
Mysterton, QLD 4812

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About

Tonia Sanderson is an ASIC-registered financial adviser dedicated to providing tailored financial solutions to clients in Mysterton, QLD, and throughout Australia. With a strong foundation in financial planning, Tonia holds a Master of Financial Planning from Kaplan Higher Education and has supplemented this with specialist qualifications, including Margin Lending and Geared Investments, SMSF Specialist Advisor accreditation, and Accredited Aged Care Professional certification. Tonia adheres to the highest ethical standards, demonstrated by completing FPC002B Ethics and Professionalism in Financial Advice. Tonia is an active member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting her commitment to professional development and industry best practices. As an authorised representative, Tonia provides expert advice across a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Tonia can help you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment strategies • SMSF advice Whether you are planning for retirement, managing your investments, or seeking to protect your assets, Tonia is committed to helping you achieve your financial goals. Contact Tonia today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth management SMSF advice Insurance solutions Investment strategies Aged care financial planning

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000516376

Verify on ASIC Register

Authorised Representative Number

000267885

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Tonia Sanderson offer?

Tonia provides advice on superannuation, insurance, wealth management, retirement planning, and investments. She is also an SMSF Specialist Advisor.

What qualifications does Tonia Sanderson have?

Tonia holds a Master of Financial Planning, is an SMSF Specialist Advisor, an Accredited Aged Care Professional, and has completed studies in Margin Lending and Geared Investments, and Ethics and Professionalism in Financial Advice.

What can I expect during my first consultation with Tonia?

During your initial consultation, Tonia will take the time to understand your financial situation, goals, and concerns. She will then provide you with a clear explanation of how she can help you achieve your objectives.

How does Tonia keep up-to-date with changes in financial regulations?

Tonia maintains active memberships with the Financial Advice Association of Australia (FAAA) and the SMSF Association, and regularly undertakes professional development to stay informed about the latest industry changes and best practices.

What is Tonia's approach to financial planning?

Tonia takes a holistic and client-focused approach. She will work with you to develop a personalised financial plan that addresses your specific needs and goals, providing ongoing support and guidance along the way.

Get in Touch

Contact Tonia directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.