Sonya Treble is the Principal of Legal & Financial Advisory Services (Aust) & Tamborine Mountain Law. She has over thirty-two years experience practising both Law and Financial Planning.
Sonya studied in both Switzerland and London prior to completing her Honours degree in Psychology and her Bachelor of Laws degree from Sydney University in 1984. Sonya has practised extensively in many areas of law, including Commercial Law, Family Law, Property Law, & Estate Planning, and has been the principal of her own legal practices since 1992.
She completed the Diploma of Financial Planning at Deakin University and was admitted as a Certified Financial Planner®in 2003.
Amongst other Directorships, she has held the position of Director on the Board of Trustees of a Public Offer Super Fund, and as a financial adviser, specialises in superannuation.
In 2006 Sonya established her own Financial Services business, and in 2010 incorporated Legal & Financial Advisory Services, integrating the two businesses.
Sonya is currently a member of the Qld Law Society, the Family Law Practitioners Association, and the Financial Planning Association, and the Qld Women Lawyers’ Association and the Tamborine Mountain Chamber of Commerce.
*Asset Architects Pty Ltd ABN 44 121 348 098 t/a Legal & Financial Advisory Services (Australia) is a Corporate Authorised Representative of Infocus Securities Australia ABN 47 097 797 049 AFSL Licence No. 236523 *relevant to Financial Services only.
Mekayla McMahon is a Legal & Financial Planning Assistant at Legal and Financial Advisory Services. Her role is to assist the principal solicitor and financial adviser in day to day matters, whilst building upon her experience in both the legal and financial advice sectors.
Mekayla joined Legal and Financial Advisory Services in 2019 and is currently studying a Bachelor of Laws and a Bachelor of Commerce, majoring in Financial Planning. She has a strong interest in the entire spectrum of law and possesses a great interest in wealth growth and retirement planning. Mekayla values her attention to detail and enjoys the challenges that law and financial planning offer.
Mekayla has a keen sense of adventure and has studied overseas, in Canada. She values travelling and submersing herself in different cultures. These qualities allow her to be understanding of individual client needs and allow her to take initiative in all tasks presented to her.
Alison Anderson is the face of Legal and Finance Advisory Services. Alison has gained a vast range of experience in her career and is a valued member of the team.
Alison joined Legal and Financial Advisory Services in 2019. She is passionate about customer service and this is demonstrated through her enthusiastic and caring nature. Alison assists with the daily progression of all matters within the firm and is the point of contact for all clients. She is welcoming and friendly and is always willing to assist with any queries you may have.
Our Approach – Why we are Different:
- We understand both law and financial planning.
- We offer a unique blend of professional experience and expertise across multiple professions which combined can be a distinct advantage to our clients
- We provide a network of specialists tailored to your legal and personal needs
- We will ensure you personalised service, prompt feedback and practical resolutions.
- We provide consultation support services to others lawyers and financial planners and their clients.