Our Principal Advisor and Managing Director Sophie McClelland has been working in the financial services industry for over 20 years. Sophie has an incredible ability to connect with her clients and help them navigate the complex world of financial planning both with a high level of integrity, trust and technical knowledge.
She has a Graduate Diploma in Financial Planning, Advanced Diploma in Financial Planning, Aged Care Accreditation, SMSF Accreditation, Gearing Accreditation, Equities Accreditation and has almost completed her Masters in Financial Planning along with her Environmental Science Degree.
An award winning financial planner with a strong passion to help people financially came from her own experience as a child having to watch her family struggle financially. She has a strong compassion and willingness to help other families so she can place them in a better financial position.
Sophie also has a strong focus towards sustainable, renewable and ethical investment portfolio design. This comes from her own passion of the outdoors and understanding of the impact environmental issues have on our planet through her Environmental Science Degree studies.
Away from work, Sophie loves to spend time with her family and friends, and spending as much time outdoors either in the water or the beautiful hinterland of South East Queensland.