Financial Adviser · BRISBANE CITY, QLD

Sonya White

18 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000322876

Sonya White is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry. Sonya is currently authorised under Industry Fund Services Limited. Sonya holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP Certification Program from Financial Planning Association of Australia. Sonya is a member of CPA Australia (CPA) and 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

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Commerce (Accountancy)

University of Queensland

1995

CPA Program

CPA Australia

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2018

CFP Certification Program

Financial Planning Association of Australia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Industry Fund Services Limited

Dec 2022 - Present Current

excluding self-managed super funds

Industry Fund Services Limited

Dec 2016 - Nov 2022 Ceased

Mcpherson & Associates Pty. Ltd.

Mar 2008 - Dec 2016 Ceased

Source: ASIC Financial Advisers Register