Financial Adviser
· BEAUMARIS, VIC
Sonia Mezentseff
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000400775
Sonia Mezentseff is a financial adviser based in Beaumaris, Victoria, with 27 years of experience in the financial services industry. Sonia is currently authorised under Count Financial Limited. 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 Bachelor of Business (International Trade) from Monash University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Business (International Trade)
Monash University
2002
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Aged Care Specialist
Financial Wisdom
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Introduction to SMSFs
Accurium Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
Not authorised to provide personal advice on Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register