Financial Adviser · TOOWOOMBA CITY, QLD

Sandra Ann Hopps

24 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000302980

Sandra Ann Hopps is a financial adviser based in Toowoomba City, Queensland, with 24 years of experience in the financial services industry. Sandra is currently authorised under Matrix Planning Solutions Limited. Sandra 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 Certified Financial Planner (CFP) Education Program from FPA Australia. Sandra is a member of Certified Financial Planner (CFP) of FAAA, Court of the Table of the MDRT association, Fellow of the Financial Services Institute of Australasia (FINSIA) and SMSF Association.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Commerce

University of Southern Queensland

2002

Graduate Diploma of Financial Planning

Securities Institute Australia

2006

Certified Financial Planner (CFP) Education Program

FPA Australia

2010

Self Manged Superannuation Funds Course & Margin Lending and Geared Investments Course

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice Course

Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jul 2006 - Present Current

Source: ASIC Financial Advisers Register