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Sonya Munro

Adviser Administration Support
Sonya Munro

With over 30 years of experience in the financial planning industry, Sonya has developed a great depth of knowledge and skills which help her in her role as CAG’s Adviser Support. 

Sonya has developed strong relationships with many clients and is extremely motivated to maintain those trusted, enjoyable friendships as well as forming new ones in the future. 

“Building relationships with clients is the most fulfilling part of my role – no client is the same and I enjoy being able to go the extra step to help clients feel special.” 

With both paraplanning and client services experience, Sonya brings ample knowledge and a unique perspective to her role. At CAG, Sonya’s role involves supporting the advisers to deliver advice and regular reviews – as well as providing ongoing support and regular communication to clients. 

Sonya is a great listener and with an empathetic, kind nature is extremely approachable when discussing any challenges or issues you may face. 

“Ultimately, I treat clients as I would want to be treated myself. I give them time, don’t rush them, and want to help them not only reach their financial goals, but their life goals too! It’s always been part of my character to go out of my way to help others get what they need.” 

More than anything, Sonya is incredibly passionate about animal welfare. In fact, she owns three beautiful, (big!) rescue dogs. With a bubbly personality and positive attitude, Sonya is truly a joy to work with for those looking to achieve financial success. 

If you’d like to ask Sonya any questions, please contact her by phone or email:

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