Sonya White
Financial Adviser in Brisbane City, Queensland, Australia
Review Sonya White
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000322876
- Location
- Brisbane City QLD 4000
- Licensee
- Industry Fund Services Limited (AFSL 232514)
- Authorised since
- 5 December 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Accountancy), University of Queensland (1990); CPA Program, CPA Australia (1995); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2011); CFP Certification Program, Financial Planning Association of Australia (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Restriction
- excluding self-managed super funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Sonya White
On the Financial Advisers Register kept by ASIC, Sonya White appears as a current financial adviser in Brisbane City, Queensland, adviser number 000322876.
Sonya provides advice as an authorised representative of Industry Fund Services Limited, which holds Australian financial services licence 232514. The current authorisation started on 5 December 2022.
According to the register, Sonya first provided financial advice in 2008. The qualifications listed for Sonya include Bachelor of Commerce (Accountancy) (University of Queensland, 1990), CPA Program (CPA Australia, 1995) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2011). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “excluding self-managed super funds.”
Reviews
Nobody has reviewed Sonya White here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sonya White a registered financial adviser?
Yes. Sonya White is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000322876.
Which licensee does Sonya White work under?
Industry Fund Services Limited, Australian financial services licence 232514.
What can Sonya White give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds. It also records this restriction: "excluding self-managed super funds."