Diamond Blue Financial Services
Sophia Payumo is an experienced Office and Compliance Manager with a strong background in financial services, currently holding positions at Diamond Blue Financial Services since July 2011 and Ellice-Flint Financial Planning since 2015. In the role at Diamond Blue, Sophia focuses on maintaining compliance standards and enhancing performance in response to industry regulations. Previous experience includes supporting insurance advisers with new business implementation and office administration at Diamond Blue, along with roles as a Graduate Accountant at Cospak Pty Ltd and a Business Information Researcher at Mezzo Business Databases & IncNet. Sophia holds an Advanced Diploma and Diploma in Financial Planning from Kaplan Professional, as well as a Bachelor of Commerce in Accounting from Macquarie University.
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Diamond Blue Financial Services
Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors. Our team works together to ensure a balanced financial universe for our clients, which we believe is a prerequisite for maximizing wealth. Additionally, we provide ongoing administration, timely reporting and client interaction throughout the entire process. We have been looking after individuals, business owners and families for over 10 years, and through our experience we understand everyone has different financial needs, goals and complexities. Our financial advisers bring their years of experience to work collaboratively with clients providing the best solutions to each financial situation. Diamond Blue Financial Services is not affiliated with any product provider or larger institution so we are free to choose the financial products that deliver maximum benefit - not maximum fees. Our office is located in the Sydney CBD. We also have office and meeting facilities on Sydney’s Northern Beaches. For more important information on Diamond Blue Financial Services and our financial planners, click on a copy of the company's Financial Services Guide.