SOPHIA MAREE ATKINSON
Financial Adviser · St Ives, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Planning - - Deakin University
2004 - Self Managed Superannuation Funds - - Kaplan Professional
2005 - Certified Financial Planner - Professional Designations - Financial Planning Association
2013 - Life Risk Specialist - - Financial Planning Association Australia
2019 - Master of Applied Finance (Estate Planning) - Masters Degree (AQF 9) - Charles Surt University
🏢 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.