Sophie Doyle
GradDipFinPlan FAAA member
Retirement & Aged Care Specialist
I help professionals 55+ plan for a confident retirement and navigate aged care decisions for elderly parents—bringing clarity and peace of mind at both life stages.
With a passion for informed decision-making, I tailor retirement and aged care strategies to align with each client’s lifestyle, goals, and risk tolerance. I hold a Graduate Diploma in Financial Planning and am an accredited Aged Care Specialist. In 2023, I was proud to be named a national finalist for Aged Care Adviser of the Year.
Investment Style
Sophie adopts a strategic, client-focused approach to financial advice, with a deep understanding of the complexities surrounding retirement and aged care planning. She begins by assessing each client’s financial position, objectives, and risk profile, then delivers tailored strategies designed to support long-term security and informed decision-making. Her advice is clear, current, and grounded in professional expertise—ensuring clients and their families feel supported and confident at every stage.
Services and Specialties
Aged Care
Financial Planning
Retirement and Estate Planning
Self-Managed Super Funds
Superannuation Advice
Personal Insurance
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Accredited Aged Care Professional™
Graduate Diploma of Financial Planning
Accredited Aged Care Professional™
Associations
Financial Advice Association Australia (FAAA)
Competencies
Superannuation
Financial Planning
Generic
Managed Investments
Securities
Life Insurance
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.
