Sonali Rodrigo
Financial Adviser
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About
Sonali Rodrigo is an ASIC-registered financial adviser based in Bayswater, VIC, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation in accounting and finance, Sonali holds a Certificate in Business Accounting and an Advanced Diploma in Management Accounting from CIMA, a Diploma of Financial Services (Financial Planning) from Pinnacle, and is a CPA with CPA Australia. Further enhancing her expertise, she also holds a Specialist Self Managed Superannuation Fund certification from the University of Adelaide and is a member of the Institute of Managed Account Professionals (IMAP). Sonali is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her areas of expertise encompass Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Sonali offers the following key services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on superannuation or insurance, Sonali is committed to providing tailored solutions to meet your unique needs. Contact Sonali today to schedule a consultation and take the first step toward a secure financial future.
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Frequently Asked Questions
What types of financial advice does Sonali Rodrigo offer?
Sonali Rodrigo provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Sonali Rodrigo's qualifications?
Sonali holds a Certificate in Business Accounting, an Advanced Diploma in Management Accounting, a Diploma of Financial Services (Financial Planning), is a CPA with CPA Australia, and holds a Specialist Self Managed Superannuation Fund certification.
How can Sonali Rodrigo help me plan for retirement?
Sonali can help you develop a comprehensive retirement plan tailored to your individual circumstances, including superannuation strategies, investment options, and income planning.
What is the process of working with Sonali Rodrigo?
The process typically involves an initial consultation to understand your financial goals, followed by the development of a personalized financial plan, and ongoing support to help you achieve your objectives.
What should I expect during my first meeting with Sonali Rodrigo?
During your first meeting, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. This will help Sonali understand your needs and develop a tailored financial strategy for you.
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