With more than a decade of experience across the wealth management sector, Sok Lay, CFP®, is a Financial Adviser who works closely with individuals and families to help them make informed financial decisions and plan for their long-term goals. Her advice spans retirement planning, superannuation, investments, personal insurance, estate planning and aged care, with strategies tailored to each client’s objectives and changing circumstances.

Central to her approach is understanding what matters most to each client before developing a strategy. Known for her warmth, Sok explains complex financial matters in practical, straightforward terms, helping clients navigate important decisions with greater clarity and confidence.

Sok holds a Bachelor of Commerce, completed her Certified Financial Planner® (CFP®) qualification in 2026 and is currently a CFA Level II Candidate as part of the globally recognised Chartered Financial Analyst (CFA®) Program.

Her work has also been recognised through several industry award nominations, including the IFA Excellence Awards and the Australian Wealth Management Awards in 2025. In 2026, she was again named a finalist in the Australian Wealth Management Awards, this time in the Adviser of the Year – Estate Planning category.