Sonya brings over six years of experience in the financial services industry, underpinned by a strong foundation as a qualified Chartered Accountant and a Graduate Diploma of Financial Planning.
Her career began in accounting, where she developed a deep understanding of financial structures, tax and compliance. She later transitioned into wealth management, gaining hands-on experience as a Paraplanner, Associate Adviser, and Private Wealth Assistant.
Today, Sonya works collaboratively with a team of senior private wealth advisers to deliver tailored investment and wealth strategies that help clients achieve their long-term financial goals.
She specialises in strategic wealth management, with a focus on building enduring, high-trust relationships. Passionate about personalised education, Sonya empowers clients to understand the value of quality financial advice and feel confident in their decisions.
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