Sophie joined SWA Financial Planning in 2019, having completed a Bachelor of Commerce majoring in Financial Planning at the University of Wollongong the same year.

 

Working as an Adviser Associate alongside the adviser team, Sophie is involved in assisting with preparing financial advice, reconciliation of client portfolios, and liaising with clients, Centrelink and fund managers.

 

Sophie also assists with term deposit enquiries and management of the weekly tracking, advice production and reinvestment of maturing term deposits.