
Sophie Doyle
GradDipFinPlan FAAA member
Retirement & Aged Care Specialist
"I help professionals aged 55 and over plan for a confident retirement, while also supporting families to navigate aged care decisions for ageing parents."
Sophie is passionate about helping clients design the next chapters of their lives, whether that chapter is active and opportunity filled or a more gradual slowing down. Sophie believes this stage of life can be deeply fulfilling when approached with intention, using time, money, and freedom thoughtfully to live well and focus on what matters most.
Often, planning is complicated by circumstances beyond a client’s control. A health event or sudden change can force adult children to place their own plans on hold while urgently ensuring their parents are safe, supported, and properly cared for. Sophie brings clarity, calm, and structure during these complex and emotionally demanding transitions.
Investment Style
Sophie is client focused and values led. She takes the time to understand what matters most to each client, then develops tailored strategies that simplify financial management, support long term security, and provide confidence as life evolves. Sophie holds a Graduate Diploma of Financial Planning, is an accredited Aged Care Specialist, an active member of the Central Coast Dementia Alliance, a national finalist for Aged Care Adviser of the Year in 2023, and the 2025 Women in Business Connect Service Industry Trailblazer.
Services and Specialties
Financial Planning
Retirement and Estate Planning
Superannuation Advice
Aged Care
Stockbroking
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Accredited Aged Care Professional™
Associations
Financial Advice Association Australia (FAAA)
Competencies
Life Insurance
Managed Investments
Financial Planning
Superannuation
Securities
Generic
I am employed by Stepping Stones to Wealth Pty Ltd which operates the business of Morgans Financial Limited - Erina. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.