Maartina Sonneveld
Financial Adviser
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About
Maartina Sonneveld is a dedicated ASIC-registered financial adviser based in Cheltenham, VIC, committed to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a Diploma of Financial Planning from Deakin University (2000), Maartina has continually expanded her expertise, earning accreditations including the SMSF Adviser Education Program (2006), The Securities & Derivatives Industry Association (SDIA) Accreditation Program (2006), and Margin Lending and Geared Investments certification (2011). As a Certified Financial Planner (CFP) with the FPA and a member of the Financial Advice Association of Australia (FAAA), Maartina upholds the highest professional standards. She is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Maartina provides considered advice based on the following key services: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Maartina can provide expert advice and support. Contact Maartina today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Maartina Sonneveld offer?
Maartina Sonneveld provides a range of services including superannuation advice, insurance solutions (Investment Life Insurance and Life Risk Insurance), wealth management strategies, retirement planning, and advice on securities.
What qualifications does Maartina Sonneveld have?
Maartina Sonneveld holds a Diploma of Financial Planning from Deakin University, SMSF Adviser Education Program accreditation, The Securities & Derivatives Industry Association (SDIA) Accreditation, and Margin Lending and Geared Investments certification.
What can I expect during my first consultation with Maartina Sonneveld?
During your initial consultation, Maartina will take the time to understand your financial situation, goals, and risk tolerance. She will then explain how she can help you achieve your objectives and outline the advice process.
Is Maartina Sonneveld a Certified Financial Planner?
Yes, Maartina Sonneveld is a Certified Financial Planner (CFP) with the FPA, demonstrating her commitment to upholding the highest professional and ethical standards in financial planning.
What types of clients does Maartina Sonneveld typically work with?
Maartina works with a diverse range of clients, including individuals and families, who are seeking expert financial advice to achieve their financial goals, whether it's retirement planning, wealth creation, or insurance protection.
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