Sonia Amsing
About Me
I am passionate about helping you navigate difficult and often emotional financial decisions with confidence. I provide clear, practical advice that help you understand your options and make informed decisions about your future.
With more than 20 years of experience in the banking and finance industry, including senior roles as Project Manager and Operations Manager, I bring strong analytical, strategic and problem-solving skills to my advice.
In addition to my corporate experience, I continue to contribute to the financial management of my family business, providing valuable real-world financial experience.
I hold a Master of Business Administration (MBA), a Graduate Diploma of Financial Planning and an Associate Diploma in Banking and Finance. I have successfully completed the ASIC Financial Adviser Exam and am recognised as an accredited Retirement Living + Aged Care Specialist®.
I joined AgeWise Financial Planning in 2023 and have been working since then to help support the needs of new and ongoing clients. I am committed to help you and your family make informed decisions during some of life's most significant transitions.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree