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
  • Education Symbol
    Highest Level of Education Masters Degree
  • Licensed By
    Licensed By Financial Index Australia Pty Ltd