Sandra Hopps
Financial Adviser
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About
Sandra Hopps is an ASIC-registered financial adviser based in Toowoomba City, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, Sandra holds a Bachelor of Commerce from the University of Southern Queensland and a Graduate Diploma of Financial Planning from the Securities Institute Australia. She has further enhanced her expertise through the Certified Financial Planner (CFP) Education Program with FPA Australia, and specialist courses in Self Managed Superannuation Funds and Margin Lending and Geared Investments from Kaplan Professional. Sandra is a highly respected member of the financial community, holding the prestigious Certified Financial Planner (CFP) designation with the FAAA, and is a member of the Court of the Table of the MDRT association. She is also a Fellow of the Financial Services Institute of Australasia (FINSIA) and a member of the SMSF Association, demonstrating her commitment to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a comprehensive range of financial products, Sandra specialises in superannuation advice, insurance, wealth management, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Sandra Hopps today to schedule 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 Sandra Hopps offer?
Sandra Hopps provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investments. She can help you create a personalised financial plan to achieve your specific goals.
What are Sandra Hopps's qualifications?
Sandra holds a Bachelor of Commerce, a Graduate Diploma of Financial Planning, and is a Certified Financial Planner (CFP). She also has specialist qualifications in Self Managed Superannuation Funds (SMSFs) and margin lending.
How does the financial planning process work with Sandra Hopps?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Sandra will then develop a tailored financial plan, present it to you, and implement it upon your approval. Regular reviews will ensure your plan remains aligned with your evolving needs.
What can I expect from a consultation with Sandra Hopps?
You can expect a professional, informative, and personalised experience. Sandra will listen carefully to your needs, provide clear and concise explanations, and offer tailored solutions to help you achieve your financial goals.
Why should I choose Sandra Hopps as my financial adviser?
Sandra's extensive experience, comprehensive qualifications, and commitment to ethical practice make her a trusted choice. As a CFP and Fellow of FINSIA, and member of MDRT she upholds the highest professional standards and provides personalised advice to help you navigate your financial journey.
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