Financial Adviser · CHELTENHAM, VIC

Maartina Sonneveld

CHELTENHAM, VIC

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000297377

Currently at

Nextplan Financial

Ringwood, VIC (firm address)

View firm profile

About Maartina Sonneveld

Maartina Sonneveld is a financial adviser based in Cheltenham, Victoria, with 28 years of experience in the financial services industry since 1998. Maartina is currently authorised under Nextplan Financial. Maartina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Maartina's qualifications include a Diploma of Financial Planning from Deakin University. Maartina is a member of CFP Certified Financial Planner (FPA), CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2000

Diploma of Financial Planning

Deakin University

2006

SMSF Adviser Education Program

Financial Essentials

2006

The Securities & Derivatives Industry Association (SDIA) Accreditation Program

Deakin

2011

Margin Lending and Geared Investments

Kaplan

Registration History

Nextplan Financial Pty Ltd

Jun 2018 - Present Current

DOVER FINANCIAL ADVISERS PTY LTD

Jan 2017 - Jun 2018 Ceased

Charter Financial Planning Limited

Dec 2008 - Jan 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register