She is passionate about working with her clients to build their businesses, create new opportunities and gain efficiencies through the provision of timely and quality advice, that is specific to her clients individual financial needs.
Sophie enjoys working with small to medium businesses, helping them with everything from tax planning, cash flow strategies, budgeting, structuring, succession planning and more.
Sophie specialises in Superannuation and has a Diploma of Financial Planning and also holds a limited AFSL Licence (financial planning).
Sophie lives in Deloraine and is located in our Deloraine office on Thursdays, or by appointment.
In her spare time, Sophie enjoys spending time with her young family including coaching their junior sporting teams and playing taxi driver.