Sophia Elizabeth Doyle
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000470612
- Location
- Erina NSW 2250
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 4 December 2017
- First provided advice
- 2014
- Qualifications
- Diploma Financial Planning, Mentor Education (2015); Advanced Diploma Financial Planning, Mentor Education (2016); Accredited Aged Care Professional, Aged Care Steps (2018); Graduate Diploma of Financial Planning, Kaplna Professional (2024); Accredited Aged Care Professional Refresher, Aged Care Steps (2025)
- Memberships
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Sophia Elizabeth Doyle
Sophia Elizabeth Doyle is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Erina, New South Wales (adviser number 000470612).
The licensee Sophia advises under is Morgans Financial Limited (AFS licence 235410). That authorisation dates from 4 December 2017.
The register records 2014 as the year Sophia first provided financial advice. Qualifications and training on file include Diploma Financial Planning (Mentor Education, 2015), Advanced Diploma Financial Planning (Mentor Education, 2016) and Accredited Aged Care Professional (Aged Care Steps, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Sophia is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sophia Elizabeth Doyle a registered financial adviser?
Yes. Sophia Elizabeth Doyle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000470612.
Which licensee does Sophia Elizabeth Doyle work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Sophia Elizabeth Doyle 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; managed discretionary account services.