Sonia Elizabeth May Muller
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000300996
- Location
- Toowong QLD 4066
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 2 March 2021
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Self Managed Superannuation Funds Program, Kaplan Professional (2014); Tax for Financial Advising (Short Answer Exam) Gap Course, Kaplan Professional (2015); Commercial Law Course, Kaplan Professional (2016); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self Managed Super Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonia Elizabeth May Muller
On the Financial Advisers Register kept by ASIC, Sonia Elizabeth May Muller appears as a current financial adviser in Toowong, Queensland, adviser number 000300996.
The licensee Sonia advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 2 March 2021.
According to the register, Sonia first provided financial advice in 2001. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011).
Sonia is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self Managed Super Funds.”
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Questions people ask
Is Sonia Elizabeth May Muller a registered financial adviser?
Yes. Sonia Elizabeth May Muller is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000300996.
Which licensee does Sonia Elizabeth May Muller work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Sonia Elizabeth May Muller give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self Managed Super Funds."