Qualifications and Affiliations:

• Certificate in Frontline Management

• Certificate in DFP1

• Commissioner for Declarations (Cdec)

Sonya Young

Sonya has over 20 years’ experience within the financial planning industry commencing in NSW where she worked for one of the largest banks in Australia and within the private sector on the Sunshine Coast.

As a Client Services Officer, she develops strong relationships with her clients due to her warm and friendly nature and by being available to speak and assist whenever required. Sonya always strives to provide a high level of quality service.

Sonya lodges and prepares submissions for new business, processes and monitors its progress from commencement to completion and she acts as a liaison with all external suppliers with efficiency and accuracy.

Socially, Sonya enjoys spending time with her adult children and pets, entertaining with family and friends, participating in aquarobics, going for long walks along the beach and the bush, reading and crafts.