Sophia Atkinson CFP®
About Me
Where do you see yourself in 5, 10 or 15 years?
I help you gain clarity on your financial future and support you in making confident, informed decisions to get there—sooner and with greater certainty.
I specialise in superannuation, retirement planning, estate planning and divorce financial planning, with particular expertise in supporting clients through complex life transitions.
As an accredited Financial Professional in Collaborative Law, I work alongside legal and other professionals to help clients achieve fair, considered outcomes—without unnecessary conflict.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 26 Years