CFP®, Dip FP
Sonia Turkovic is the founder and Managing Director of Financial Stability Pty Ltd. She is a Certified Financial Planner ® Professional, which is the highest distinction currently available for her profession.
Sonia has been in financial planning for over 26 years. During that time, she has dealt with a vast range of clients:
- pre-retirees, wanting to ensure they will have the lifestyle they deserve in retirement.
- clients who wanted to consolidate their various superannuation funds and ensure they had sufficient insurance to protect their family and lifestyle;
- high net-worth clients wanting to accumulate wealth, minimise taxation, and protect their most valuable asset – their income – through Income Protection;
In addition, Sonia specialises in Centrelink and Retirement Living and Aged Care services, thereby providing advice to all generations.
In her prior role, she was head-hunted to set-up the financial planning division of Credit Union Australia (previously known as Advantage Credit Union, and Australian National Financial Planning), and had done so successfully for almost 14 years.
During her career, she has featured in articles in the financial pages of the Melbourne Age, as well as co-hosting a finance segment on (now defunct) Radio 3AK.
Given all her experience, her primary strength is being able to communicate with clients in easy to understand “everyday” language, whilst addressing challenges and opportunities in a common sense manner.
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Financial Stability Pty Ltd is a Corporate Authorised Representative (No. 341434) of Executive Wealth Management Financial Services Pty Ltd ABN 38 078 629 973 AFSL No. 245 451.
Sonia Turkovic, CFP ®, Dip FP is Authorised Representative of Executive Wealth Management Financial Services Pty Ltd.