Private Wealth Adviser


Phone: +61 8 9268 2865

Sonya joined Hartleys in 2001, and specialises in the construction and ongoing management of discrete private investment portfolios, held within SMSFs, private companies / trusts, or personal names. Her focus is on achieving a combination of income and growth in a transparent and tax-efficient environment.

Sonya graduated with a Bachelor of Psychology and a Master of Management (HRM) from the University of Western Australia, and attained a Graduate Diploma of Applied Finance through the Securities Institute of Australia (now the Financial Services Institute of Australasia). Sonya is also a Level 2 Accredited Derivatives Adviser.

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