Sonia Turkovic
Financial Adviser
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About
Sonia Turkovic is an ASIC-registered financial adviser based in Coburg, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning several decades, Sonia holds an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), a Certificate in Applied Self-Managed Super Fund Advice from Tower Trust, DPML Margin Lending certification from Pinnacle Financial Services Academy, accreditation as an Aged Care Professional from Aged Care Steps, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. Sonia is a member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest standards of professionalism and ethical conduct. Sonia is authorised to provide advice on 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. She leverages this expertise to offer advice across various life stages and financial needs. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Aged care financial advice Ready to take control of your financial future? Contact Sonia today to schedule a consultation and discuss your individual needs and objectives.
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Frequently Asked Questions
What types of financial advice does Sonia Turkovic offer?
Sonia Turkovic provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and aged care financial strategies.
What are Sonia Turkovic's qualifications?
Sonia holds an 8 Unit Diploma of Financial Planning, a Certificate in Applied Self-Managed Super Fund Advice, DPML Margin Lending certification, accreditation as an Aged Care Professional, and a Graduate Diploma of Financial Planning.
How does Sonia Turkovic approach financial planning?
Sonia takes a personalised approach, tailoring strategies to meet the unique needs and goals of each client. She focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with Sonia Turkovic?
During your initial consultation, Sonia will discuss your current financial situation, future goals, and risk tolerance. This allows her to develop a customised financial plan that aligns with your objectives.
Does Sonia Turkovic specialise in any particular area of financial planning?
Yes, Sonia has specialist accreditation in Aged Care financial advice. However, she is able to assist clients with a broad range of financial advice needs.
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