Sonya O'Mahony
Financial Adviser
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About
Sonya O'Mahony is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Sonya holds a Graduate Diploma of Financial Planning from Kaplan (2024) and is a member of both Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), demonstrating her commitment to maintaining the highest professional standards and ethical practices. Sonya is authorized to provide advice on a broad range of financial products, ensuring that she can offer holistic solutions to meet your unique needs. This includes expert guidance on superannuation, insurance, wealth management, and retirement planning. She also provides advice on Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Sonya's expertise spans various areas, enabling her to assist you with: • Superannuation advice • Wealth management strategies • Retirement planning solutions • Insurance and risk management • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on protecting your assets, Sonya is here to help. Contact Sonya O'Mahony today to schedule a consultation and take the first step towards securing your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sonya O'Mahony offer?
Sonya O'Mahony provides comprehensive financial advice on superannuation, insurance, wealth management, retirement planning, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She tailors her advice to meet each client's unique financial situation and goals.
What are Sonya O'Mahony's qualifications and memberships?
Sonya holds a Graduate Diploma of Financial Planning from Kaplan (2024) and is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA).
How does Sonya O'Mahony approach financial planning?
Sonya takes a holistic and client-focused approach. She begins by understanding your current financial situation, your goals, and your risk tolerance. She then develops a personalized financial plan to help you achieve your objectives, regularly reviewing and adjusting the plan as needed.
What should I expect during my first meeting with Sonya O'Mahony?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Sonya will explain her services and how she can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
How can Sonya O'Mahony help me with my retirement planning?
Sonya can help you develop a comprehensive retirement plan that considers your desired lifestyle, income needs, and risk tolerance. She can provide advice on superannuation, investments, and strategies to maximize your retirement savings and ensure a comfortable retirement.
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