Sosha Jay
About Me
Sosha has worked in the financial planning industry since early 2021 and has a never-ending drive for expansion of knowledge and experience. Sosha’s continuous commitment to ensuring clients’ needs are put first has allowed her to establish meaningful and long-term connections, which has proven to be very fulfilling and rewarding. Sosha seeks to provide each client with a personalised service that is impactful and catered specifically to their needs, goals, and objectives. Sosha aims to guide clients in making well-informed decisions and choices about the opportunities that are available for them today, to live a goal-achieving future.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Licensed By Financial Index Australia Pty Ltd