Financial Adviser
· ST IVES, NSW
Sophia Maree Atkinson
No disciplinary history on record with ASIC
ST IVES,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242837
Sophia Maree Atkinson is a financial adviser based in St Ives, New South Wales, with 26 years of experience in the financial services industry since 2000. Sophia is currently authorised under Premium Advisory. Sophia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sophia's qualifications include a Certified Financial Planner from Financial Planning Association. Sophia is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Deakin University
2004
Self Managed Superannuation Funds
Kaplan Professional
2005
Certified Financial Planner
Financial Planning Association
2013
Life Risk Specialist
Financial Planning Association Australia
2019
Master of Applied Finance (Estate Planning)
Charles Surt University
Registration History
A.C.N. 603 037 510 PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register