Sonya White Email
Financial Planner @ AustralianSuper
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Sonya White Location
- Brisbane City, QLD, AU
Sonya White Work
- Financial Planner @ (December 2022 - Present)
- Senior Financial Planner @ (December 2016 - December 2022)
- Girl Guide Leader, Girl Guides Queensland @ (January 2005 - January 2019)
- Superannuation Consultant, CPA, Registered SMSF Auditor @ McPherson Super Consulting Pty Ltd (January 2006 - December 2016)
- Financial Planner, Authorised Representative, AFP, JP (Qual) @ McPherson Investment Consulting Pty Ltd (January 2006 - December 2016)
- Superannuation Manager @ (January 2003 - January 2006)
- Superannuation Manager, Business Services Accountant @ Harding Martin Chartered Accountants (regional member Bentleys group) (January 1995 - January 2002)
- Accountant @ Michael Coughlin & Associates (January 1992 - January 1995)
- Sales Assistant @ David Jones (February 1988 - March 1992)
Sonya White Education
- CPA Australia Program
Public Practice Certificate (Business/Commerce, General)
2011-2011 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2005-2011 - CPA Australia Program
Certified Practising Accountant (Accounting and Taxation)
1993-1995 - The University of Queensland
Bachelor of Commerce (Accounting and Industrial Relations)
1987-1991 - Monte San't Angelo Mercy College, Sydney
High School Certificate (Physics, Chemistry, Economics)
1981-1986
Sonya White Skills
- Public Speaking
- Retirement Plan Consulting
- Tax Preparation
- Customer Service
- Relationship Management
- Accounting
- Business Development
- Credit
- Succession Planning
- Insurance
- Financial Analysis
- Account Reconciliation
- Retirement
- Investment Advisory Services
- Investment Portfolio
- Defined Benefit
- Refinance
- Business Analysis
- Financial Markets
- New Business Development
- Wealth Accumulation Strategies
- SMSF
- Sales
- Stakeholder Management
- Valuation
- Estate Planning
- Pensions
- Strategic Financial Planning
- Business
- Derivatives
- Research
- Debt Restructuring
- Investment Strategies
- Hedge Funds
- Protection
- ETFs
- Retirement Savings
- Tax Reduction
- Asset
- Money Management
- Variable Annuities
- Investments
- Coaching
- Wealth
- GST
- Tax Returns
- Tax Accounting
- Wealth Management
- Retirement Planning
- Income Protection
- Tax
- Commercial Finance
- Superannuation
- Cash Flow
Sonya White Summary
- Sonya White, based in Brisbane City, QLD, AU, is currently a Financial Planner at AustralianSuper. Sonya White brings experience from previous roles at Australian Catholic Superannuation, World Association of Girl Guides and Girl Scouts, McPherson Super Consulting Pty Ltd and McPherson Investment Consulting Pty Ltd. Sonya White holds a 2011 - 2011 Public Practice Certificate in Business/Commerce, General @ CPA Australia Program. With a robust skill set that includes Public Speaking, Retirement Plan Consulting, Tax Preparation, Customer Service, Relationship Management and more. Sonya White has 1 emails on RocketReach.
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