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Sophie Doyle
GradDipFinPlan FAAA member
Retirement & Aged Care Specialist
I provide clients with peace of mind. Working together, we create a financial strategy tailored to your goals and objectives
Sophie has a passion for assisting people making informed financial decisions, as they navigate their way through retirement and aged care. She is currently undertaking further studies, with a Graduate Diploma in Financial Planning. Sophie joined Morgans as an Associate Adviser in 2017.
Investment Style
Recognising each person has a unique set of circumstances, Sophie first seeks to gain a complete understanding of your financial position, needs and objectives. By taking a tailored approach, Sophie formulates a financial plan through a variety of strategies that she believes will enable you to achieve your objectives for the future.
Services and Specialties
Financial Planning
Personal Insurance
Retirement and Estate Planning
Superannuation Advice
Self-Managed Super Funds
Aged Care
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Advanced Diploma of Financial Planning
Diploma of Financial Planning
Accredited Aged Care Professional™
Associations
Financial Advice Association Australia (FAAA)
Competencies
Life Insurance
Managed Investments
Financial Planning
Direct International Equities Trading Adviser
Superannuation
FASEA Financial Adviser Exam
Securities
Generic
Aged Care Accreditation
Tax (financial) Adviser
ASIC Financial Advisers Register
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Gosford. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
