Sofia’s assignments are that of office and lending support; compliance; and the realisation of essential Investment Options (Aust) general operational procedures. Over the years Sofia has gained extensive knowledge of all aspects relating to administration within a financial planning firm. She is responsible for ensuring the practice is following correct procedures and the daily running of the office and also assists in Advisor Compliance, ensuring that all Licensee compliance requirements are met for the company.
With an Associate Diploma of Business, Sofia has an extensive knowledge of finance and foreign currency transactions.
Sofia is a Commissioner for Declarations and has been a fundamental member of the Investment Options (Aust) team for the past 19 years whereby she has filled various roles and thereby gained a concise understanding of Investment Options (Aust)’s devotedness to financial planning.