Sophie Collard
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001243202
- Location
- Sydney NSW 2000
- Licensee
- Asteri Asset Management Pty Ltd (AFSL 700147)
- Authorised since
- 13 March 2026
- First provided advice
- 2016
- Qualifications
- Diploma of financial services (financial planning), Kaplan (2008); Margin Lending and Geared Investments, Kaplan (2011); Graduate Diploma of Financial Planning, Kaplan (2025); SMSF Regulations and Taxation, Kaplan (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sophie Collard
On the Financial Advisers Register kept by ASIC, Sophie Collard appears as a current financial adviser in Sydney, New South Wales, adviser number 001243202.
Sophie provides advice as an authorised representative of Asteri Asset Management Pty Ltd, which holds Australian financial services licence 700147. The current authorisation started on 13 March 2026.
The register records 2016 as the year Sophie first provided financial advice. Qualifications and training on file include Diploma of financial services (financial planning) (Kaplan, 2008), Margin Lending and Geared Investments (Kaplan, 2011) and Graduate Diploma of Financial Planning (Kaplan, 2025). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sophie Collard a registered financial adviser?
Yes. Sophie Collard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001243202.
Which licensee does Sophie Collard work under?
Asteri Asset Management Pty Ltd, Australian financial services licence 700147.
What can Sophie Collard 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; standard margin lending.