SOPHIA ELIZABETH DOYLE

Financial Adviser · Erina, NSW

Registered

Registration Number

000470612

Registration Status

Registered

Location

Erina, NSW 2250

Providing Advice Since

2014

Registration Date

04/12/2017

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

📚 Qualifications & Training

2015 - Diploma Financial Planning - - Mentor Education
2016 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2018 - Accredited Aged Care Professional - - Aged Care Steps
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplna Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.