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SA

Sonia Amsing

Financial Adviser

AgeWise Financial Planning
Greensborough, VIC 3088

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About

Sonia Amsing is an ASIC-registered financial adviser dedicated to helping individuals and families in Greensborough, VIC, and across Australia achieve their financial goals. With a Master of Business Administration from Deakin University (2004) and further qualifications including a Graduate Certificate of Financial Planning from Swinburne University of Technology (2023) and a Graduate Diploma in Financial Planning from Victoria University (2024), Sonia possesses a robust understanding of the financial landscape. Sonia is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Her advice is tailored to your unique circumstances, ensuring you receive the most appropriate and effective strategies. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Sonia is here to provide expert advice and support. Contact Sonia Amsing today to schedule a consultation and take control of your financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000229892

Verify on ASIC Register

Authorised Representative Number

001318248

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sonia Amsing offer?

Sonia Amsing provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Sonia Amsing have?

Sonia Amsing holds a Master of Business Administration from Deakin University (2004), a Graduate Certificate of Financial Planning from Swinburne University of Technology (2023), and a Graduate Diploma in Financial Planning from Victoria University (2024).

What is the process for becoming a client of Sonia Amsing?

The process typically begins with an initial consultation to discuss your financial goals and current situation. Sonia will then develop a personalized financial plan tailored to your needs. This plan will be reviewed regularly to ensure it continues to align with your goals.

What can I expect from a consultation with Sonia Amsing?

During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and personalized advice to help you make informed decisions. Sonia will answer your questions and address any concerns you may have.

How can Sonia Amsing help me with my retirement planning?

Sonia can help you develop a comprehensive retirement plan that considers your income needs, investment strategies, and risk tolerance. She can also advise you on superannuation options and strategies to maximize your retirement savings.

Get in Touch

Contact Sonia directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.