Financial Adviser
· SYDNEY, NSW
Sophie Dunn
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299464
Sophie Dunn is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Sophie is currently authorised under Perpetual Trustee Company Limited. Sophie holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Sophie holds a Graduate Diploma for Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma for Financial Planning
Kaplan