Financial Adviser · MELBOURNE, VIC

Sophie Elizabeth Mcrae

8 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001267114

Sophie Elizabeth Mcrae is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Sophie is currently authorised under Aware Financial Services Australia Limited. Sophie 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 Commerce from The University of Melbourne. Sophie 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 Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce

The University of Melbourne

2016

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

Registration History

Aware Financial Services Australia Limited

Mar 2026 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Telstra Super Financial Planning Pty Ltd

Aug 2018 - Jan 2026 Ceased

Cameron Harrison Private Pty Ltd

Feb 2013 - Nov 2015 Ceased

Source: ASIC Financial Advisers Register