Financial Adviser
· TOOWONG, QLD
Sonia Elizabeth May Muller
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300996
Sonia Elizabeth May Muller is a financial adviser based in Toowong, Queensland, with 25 years of experience in the financial services industry. Sonia is currently authorised under Alliance Wealth 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 Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Restrictions: Not authorised to provide advice on Self Managed Super Funds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca Learning
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2014
Self Managed Superannuation Funds Program
Kaplan Professional
2015
Tax for Financial Advising (Short Answer Exam) Gap Course
Kaplan Professional
2016
Commercial Law Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Not authorised to provide advice on Self Managed Super Funds
QINVEST LIMITED
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register