Sonia Muller
Financial Adviser
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About
Sonia Muller is an ASIC-registered financial adviser based in Toowong, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Sonia holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) from Tribeca Learning, along with specialist training from Kaplan Professional in areas such as Margin Lending and Geared Investments, Self Managed Superannuation Funds, Tax for Financial Advising, and Commercial Law. Furthering her commitment to excellence, Sonia completed a Graduate Diploma of Financial Planning from Kaplan Higher Education in 2023. Sonia is authorised to provide advice on a range of financial products, including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. She leverages her extensive knowledge to create robust financial plans that address each client's unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Whether you're planning for retirement, seeking to protect your assets, or looking to grow your wealth, Sonia is here to guide you. Contact Sonia Muller today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Sonia Muller provide?
Sonia Muller specialises in superannuation advice, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. She can help you with all aspects of financial planning related to these areas.
What qualifications does Sonia Muller have?
Sonia holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), and a Graduate Diploma of Financial Planning. She has also completed specialist training in margin lending, self-managed super funds, tax, and commercial law.
What is the first step in working with Sonia Muller?
The first step is to schedule an initial consultation. This allows Sonia to understand your financial situation, goals, and concerns. From there, she can develop a personalised financial plan tailored to your needs.
How can Sonia Muller help me with retirement planning?
Sonia can help you create a comprehensive retirement plan that considers your current savings, projected income needs, and investment strategies to ensure a comfortable and secure retirement.
What should I expect during a financial planning consultation with Sonia Muller?
During a consultation, you can expect a thorough discussion about your financial goals, a review of your current financial situation, and a clear explanation of potential strategies and solutions. Sonia will work collaboratively with you to develop a plan that aligns with your values and objectives.
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