Sophie Doyle

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GradDipFinPlan FAAA member

Authorised Representative: 000470612

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.

Services and specialities

  • Aged Care
  • Financial Planning
  • Personal Insurance
  • Retirement and Estate Planning
  • Self-Managed Super Funds
  • Superannuation Advice

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.

Industry Education & Experience

Qualifications
  • Accredited Aged Care Professionalâ„¢, Aged Care Steps, 2018
  • Advanced Diploma of Financial Planning, Mentor Education, 2016
  • Diploma of Financial Planning, Mentor Education, 2015
  • Graduate Diploma of Financial Planning, Kaplan Professional, 2024
Professional Associations
  • Financial Advice Association Australia (FAAA)
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Securities
  • Superannuation
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.