Financial Adviser
· HYDE PARK, QLD
Sonia Pace
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000378148
Sonia Pace is a financial adviser based in Hyde Park, Queensland, with 23 years of experience in the financial services industry. Sonia is currently authorised under Loyalty Financial Services Pty Ltd. Sonia 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 Graduate Diploma of Financial Planning from Kaplan Professional. Sonia is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Integratec (Aust) Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2015
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2015
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
AIW DEALER SERVICES PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register