The Financial Planning Association of Australia The Financial Planning Association of Australia

Sonia Pace, AFP®


Name Sonia Pace, AFP®
Company Pace Financial Pty Ltd
Address 510 Woolcock Street
Garbutt
Townsville, QLD 4810
Phone (07) 4448 7777
Mobile 0421 139 939
Email [email protected]
Website www.pacefinancial.net.au

Born and bred in North Queensland and coming from a family with a strong history in the cane farming community in Mackay, I understand the battles of small business and agribusiness. Since 1998 I have dedicated myself to helping my clients achieve their financial goals by providing personalised Financial Planning advice. I take the time to listen and understand my clients to ensure they are maximising their entitlements and meeting their income needs both now and in the future. I believe that understanding my clients on more than just a financial level provides an excellent foundation to building a long term ongoing relationship. My experience extends from working with a range of clients including Employees, Professionals, Small to Medium Enterprises (SMEs), High Net Worth clients, Agribusiness clients and Retirees.

Whilst working for one of the Big 4 Banks, I was awarded the Christo Award recognising my commitment, honesty and positivity with my clients and colleagues as well as being ranked in the top 20 Financial Planners in Australia. My education includes obtaining a Diploma of Financial Services (Financial Planning), achieving Self Managed Superannuation Funds, Margin Lending and Geared Investments and ASX Listed Products Accreditations as well as being accepted as an Associate Financial Planner (AFP) of the Financial Planning Association of Australia.

During my career, having worked in publicly listed companies for over eight years, I noticed that the focus was more on the shareholders rather than the most important people, the clients. In 2014 I made the decision to establish Pace Financial. This has enabled me to focus on my clients and deliver the highest possible personalised service they deserve.

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