Sophie Atkinson


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Office Phone: 0407204480
Member since 2024
Membership Type: IACP

Profession(s)

Financial Professional, Other
Area(s) of Practice: Financial Planning; Estate Planning; Divorce Coaching
License(s): Premium Advisory AFSL# 472528

Professional Activities

I help my clients understand their financial position and what it means, clarify goals for their new life, and the financial options available to rebuild their future.

Undergraduate Education

Bachelor of Business (B.Bus) Finance and Marketing

Postgraduate Education

Master of Applied Finance (MAppFin) Estate Planning

Professional Education

Certified Financial Planner CFP®; Trust and Estate Practitioner TEP®; Life Risk Specialist LRS®; Certified Divorce Coach CDC®