I entered the financial planning industry in 1999 as a Financial Adviser with Bank of Melbourne then moved to the Commonwealth Bank.
After 3 years of advising, I entered the Professional Standards division which allowed me to grasp an in-depth knowledge of the legal and compliance requirements when providing financial planning advice.
Later, I became a self-employed Paraplanner and Compliance Consultant to a number of financial planning practices. By completing Statements of Advice and ensuring the advice was sound and properly documented, allowed me to retain and strengthen my financial planning knowledge and skills.
In early 2011, I joined Vista Financial Group as a Financial Planner to bring together my planning, paraplanning and compliance knowledge and experience to provide sound financial advice to our clients.
Although I may provide advice in a number of areas, my specialist area is in the provision of financial planning advice for entry into Aged Care.
- Bachelor of Business (International Trade)
- Diploma of Financial Planning
"You have been a fantastic support to me in dealing with this challenging situation. Once again Sonia thank you so much.. I was 'told' to find a financial planner for Mum and I am so glad I found you...you are an angel!"
"We appreciate all your help throughout the pension process. Many thanks."
"Thank you so much Sonia for your work for me. I have felt very comfortable at all times in meeting and talking with you. You have been faultless and such a lovely person.
I do appreciate everything, thank you again!"
"It is with great pleasure that I recommend Sonia Dallimore to anyone considering seeking financial advice.
Sonia met with me last year after I contacted her for some financial advice on behalf of my father. I was able to discuss his financial situation in confidence with her and felt supported throughout the process.
In the space of a week Sonia had prepared a comprehensive plan on how best to finance my father's aged care accommodation requirements and ensure his ongoing living expenses were taken care of. This was an incredibly stressful time for me, but to have Sonia's effective financial strategy in place almost immediately was very reassuring."
"Sonia, thank you so much for all your help, very much appreciated"
Taking a deep breath and feeling the oxygen rush in - feels good. Thankyou so much for all your help, from day one on our first appointment.
I really could not have done it without you. Thank you for your professionalism and also for your personal touch - very much needed and appreciated."
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Affinia Financial Advisers Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click for the Financial Services Guide (pdf file).
Aged Care Financial Planning Services Pty Ltd (Rep No. 400775) (ACN 636 661 624 / ABN 47 636 661 624) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857. I have also been appointed as an authorised representatives of Affinia to provide financial services on its behalf.