Financial Adviser · MOSMAN, NSW

Sonia Kay Hawley

23 Years experience

Tax advice
authorised

Currently at

Mosman, NSW

View firm profile

ASIC Registered · ADV 000243593

Sonia Kay Hawley is a financial adviser based in Mosman, New South Wales, with 23 years of experience in the financial services industry. Sonia is currently authorised under Minchin Moore Private Wealth Pty Ltd. Sonia holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Sonia's qualifications include a Certified Financial Planner from Financial Advice Association of Australia Limited. Sonia is a member of Financial Advice Association of Australia (FAAA) and SSA - SMSF Specialist Accreditation (SPAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Economics

Macquarie University

1996

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2017

DFP5v3 Tax for Financial Advising

Kaplan Education Pty Ltd (T/A Kaplan Professional)

2017

TASACLv1 Commercial Law

Kaplan Education Pty Ltd (T/A Kaplan Professional)

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2023

Certified Financial Planner

Financial Advice Association of Australia Limited

Registration History

Minchin Moore Private Wealth Pty Ltd

Oct 2022 - Present Current

Akumin Financial Planning Pty Limited

Oct 2017 - Sep 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register