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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
Superannuation
Securities
Generic
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.
