Sophia Maree Atkinson
Financial Adviser in St Ives, New South Wales, Australia
Review Sophia Maree Atkinson
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 number000242837
- Location
- St Ives NSW 2075
- Licensee
- Premium Advisory Pty Ltd (AFSL 472548)
- Authorised since
- 8 February 2024
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Deakin University (2003); Self Managed Superannuation Funds, Kaplan Professional (2004); Certified Financial Planner, Financial Planning Association (2005); Life Risk Specialist, Financial Planning Association Australia (2013); Master of Applied Finance (Estate Planning), Charles Surt University (2019)
- 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Sophia Maree Atkinson
On the Financial Advisers Register kept by ASIC, Sophia Maree Atkinson appears as a current financial adviser in St Ives, New South Wales, adviser number 000242837.
Advice is given under the Australian financial services licence of Premium Advisory Pty Ltd, licence number 472548. That authorisation dates from 8 February 2024.
The register records 2000 as the year Sophia first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Deakin University, 2003), Self Managed Superannuation Funds (Kaplan Professional, 2004) and Certified Financial Planner (Financial Planning Association, 2005). Sophia is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Sophia Maree Atkinson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sophia Maree Atkinson a registered financial adviser?
Yes. Sophia Maree Atkinson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242837.
Which licensee does Sophia Maree Atkinson work under?
Premium Advisory Pty Ltd, Australian financial services licence 472548.
What can Sophia Maree Atkinson 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; retirement savings accounts.