Our Financial Planning Team
CFP®, Dip FP
Sonia Turkovic is the founder and Managing Director of Financial Stability Pty Ltd. She is a Certified Financial Planner ® Professional and has successfully completed the FASEA exam in September 2019. All financial planners are required to complete this exam by the end of 2020.
Sonia has been in financial planning for over 30 years. During that time, she has dealt with a vast range of clients:
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.
Nadja joined our team early in 2014.
During her time with Financial Stability, she has become a firm favourite with clients, partners, and staff members with her bubbly personality. She is eager to help clients, and others, ensuring all issues are resolved with a minimum of fuss, and in a timely manner.
Prior to joining us, Nadja held various positions in the administrative and warehouse distribution fields, using her exceptional planning skills in co-ordinating projects, and ensuring their successful completion. She is a valuable member of our team, making sure our clients’ needs are met, and that the “back office” is running smoothly.