Sonja Rubinstein

Sonja Rubinstein Email and Phone Number

Client manager and financial planner at Mitchell Wilson | Specialising in superannuation, accounting and tax @ Mitchell Wilson
malvern, victoria, australia
Sonja Rubinstein's Location
Greater Melbourne Area, Australia
Sonja Rubinstein's Contact Details

Sonja Rubinstein work email

Sonja Rubinstein personal email

n/a
About Sonja Rubinstein

Sonja Rubinstein is a Client manager and financial planner at Mitchell Wilson | Specialising in superannuation, accounting and tax at Mitchell Wilson. She possess expertise in superannuation, strategic financial planning, accounting, wealth accumulation, asset protection and 3 more skills.

Sonja Rubinstein's Current Company Details
Mitchell Wilson

Mitchell Wilson

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Client manager and financial planner at Mitchell Wilson | Specialising in superannuation, accounting and tax
malvern, victoria, australia
Employees:
17
Sonja Rubinstein Work Experience Details
  • Mitchell Wilson
    Client Manager And Financial Planner
    Mitchell Wilson Mar 2000 - Present
    Malvern
    As an experienced financial planner and client manager at accounting and advisory firm, Mitchell Wilson, I am passionate about helping people get their financial goals off the ground and build their wealth. With extensive professional experience and qualifications in business, accounting and financial planning, I can offer my clients expertise in the areas of financial planning, accounting and tax. Since joining Mitchell Wilson in 2000, I have developed a strong knowledge of superannuation, which ensures that my clients are kept up to date with the changing superannuation environment. I take a holistic approach to financial management and work hard to understand my clients’ goals. Being a Fellow of the Institute of Public Accountants and a Fellow of the Tax Institute of Australia, I regularly attend seminars and training events.My interests include entertaining, Latin American music, theatre and gardening. I am also mad about AFL, actively supporting the North Melbourne Football Club.
  • Lonsdale Accounting
    Manager
    Lonsdale Accounting Feb 1998 - Mar 2000
    Dandenong
  • Hamblin Consulting Group
    Senior Accountant
    Hamblin Consulting Group Jul 1995 - Feb 1998
    Elsternwick

Sonja Rubinstein Skills

Superannuation Strategic Financial Planning Accounting Wealth Accumulation Asset Protection Wealth Management Tax Minimisation Aged Care

Sonja Rubinstein Education Details

  • Blackburn South Hs
    Blackburn South Hs
  • Dandenong Tafe
    Dandenong Tafe
    Accounting
  • Pinnacle Financial Services Academy
    Pinnacle Financial Services Academy
    Diploma Financial Planning

Frequently Asked Questions about Sonja Rubinstein

What company does Sonja Rubinstein work for?

Sonja Rubinstein works for Mitchell Wilson

What is Sonja Rubinstein's role at the current company?

Sonja Rubinstein's current role is Client manager and financial planner at Mitchell Wilson | Specialising in superannuation, accounting and tax.

What is Sonja Rubinstein's email address?

Sonja Rubinstein's email address is so****@****.com.au

What schools did Sonja Rubinstein attend?

Sonja Rubinstein attended Blackburn South Hs, Dandenong Tafe, Pinnacle Financial Services Academy.

What skills is Sonja Rubinstein known for?

Sonja Rubinstein has skills like Superannuation, Strategic Financial Planning, Accounting, Wealth Accumulation, Asset Protection, Wealth Management, Tax Minimisation, Aged Care.

Who are Sonja Rubinstein's colleagues?

Sonja Rubinstein's colleagues are Michael Prince, Adam Cammidge, Peter Tonelli, Tina Wan, Asoka Wijesooriya, Tim Lew, Sophy Xie.

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