Sound Life Financial Services
08 9841 1688

Who is Sound Life Financial Services?

Sound Life Financial Services Albany
At Sound Life Financial Services, our team is passionate about making a difference by supporting and empowering you to find financial freedom through having an effective financial plan.
We believe that life IS a journey worth planning and we have the knowledge, tools and resources to inform, support and guide you on this journey.

Our aim at Sound Life is to provide you with financial advice for each stage of your life. We will work with you to develop, implement and review personalised, innovative strategies that allow you to take control of your own financial decisions, and allow you to achieve your short, medium and long term goals.

We believe that the financial planning process doesn’t end when we hand you a plan! We are here to support you along the way. We are committed to building strong relationships with you, your family and your other professional advisers to ensure we are all working as a team to achieve your life long goals.

Goals change, life happens and we are here to share the journey with you.

Thelma Jaekel Adv Dip FS (FP), Adv Dip Acc

Director/Adviser and Corporate Authorised Representative of Synchron
I enjoy every moment of co-directing SLFS with my colleague Jane Looker. You might also say that I love initiating ideas for our staff and client social activities as I do believe that social connectedness (away from a screen), is important for building strong communities.

I am a mother of 3 adult children who have recently left the nest to pursue their various careers. Albany has been home to me for eleven years, during which time I embarked on a career change into the world of financial planning. Prior to moving to Albany, I lived rurally in Ongerup/Borden where I spent my time balancing raising a family, nursing and farming.

I aim to help our clients feel comfortable when discussing their financial future and to empower them to help get results. I am a member of the FPA and provide highly professional and personable advice to my clients in and above the requirements of the FPA.

Jane Looker, Dip FS (FP), Assoc Dip Bus

Director/Adviser and Corporate Authorised Representative of Synchron
I love being part of the Sound Life team. I think it’s my passion for helping people which has led me down this path, having spent almost 20 years lecturing in Business and Accounting at South Regional TAFE.

I moved to beautiful Albany as a young adult in 1983. My husband Warren and I live on a small semi-rural property in Robinson Estate. Family is really important to me. I love to sew and my mum, sisters, nieces and friends gather regularly to chat and sew. I also love the bush and walking the trails around Albany is something Warren and I look forward to. Sound Life provides a personalised service. We find that people in general don’t talk about money or their finances. To be able to come in and chat with someone about their situation, their future hopes and dreams and to know what is and isn’t achievable can be a great relief for most of our clients.

For me it’s still about helping people and that’s what we do really well at Sound Life.

Harrison Miles, BCom, GradDip FP

Associate Planner
I have recently joined Sound Life Financial Services, having moved back to the country from Perth where I completed my Bachelor of Commerce degree, majoring in Finance and Management at Curtin University.

Whilst studying, I operated a small gardening and lawn mowing business where I gathered an understanding of the financial maze and challenges that small businesses may face. This has spurred my passion for helping small business owners, in particular, younger people who are "giving it a crack" in small business.

A passionate sports enthusiast, in particular, a footy supporter, I've also done my fair share of travelling and have an appreciation of how other countries and their culture work together.

Tammy Bridger

Client Services Officer
I joined the Sound Life team in 2018 after spending four years raising our two beautiful children with my husband.

Albany has always been home, except for 3 years when my husband and I travelled around Australia before settling in Karratha.

Having a background in Accounts, Financial Planning is an area that I'm keen to explore. I'm learning so many new things and I love working with a fantastic team of like-minded people.

Cathy Shepherd

Client Services Officer
I have lived in Albany for over 25 years now after moving from the hills in Perth.

I've worked in several different industries over my working career but it's the financial services industry that I enjoy and where I need to be!

Being part of the Sound Life team ticks all the boxes for me as I work with such wonderful people who share the same passion and goals.

And who wouldn't enjoy the amazing view from our office?!

Sonia Schuldi 

Receptionist
I have been in Albany for 19 years, moving from Perth to raise my two amazing children in an awesome environment that is the Great Southern. They are now young adults paving their careers in Perth.

I have over 30 years experience in a range of different levels of administration in both the corporate and non-for-profit worlds and have a passion for ensuring people requesting a service, receive professional, courteous and accurate assistance. I am excited to work for a company that reflects my passion of person centered focus who not only talk the talk, but walk the walk.

One the weekends I love to be on the beach with my fur kid as much as I can, 4 wheel driving around the amazing coastline the Great Southern has on offer and also quite partial to an ‘afternoon in’ reading a good book.

Beth Hearle

Accounts
I've been working part-time at Sound Life for almost 5 years now in the area of account management and budgeting and enjoy being part of the team!

My two children are now young adults and increasingly more independent with my son away at uni and my daughter in her final year of school. This means my husband and I are now moving into a new stage of our lives where we have more time to think about our goals, future aspirations and planning for retirement.

When I'm not at the Sound Life office you will find me either at the Great Southern TAFE as a lecturer, assisting my husband in managing our own business or volunteering and competing at the Albany Surf Life Saving Club.

"My partner and I had super accounts and investment accounts, we were unsure of what they were actually invested in. At Sound Life we had that all explained to us and also what types of investment would be best suited to us and our super funds. We also had the different types of personal insurances explained to us and now we are comfortable with the fact that if anything happened to either of us, the other will be financially secure. We thought that we would never be in a position to do this type of planning, but we have with the help from the team at Sound Life."

~ Graeme, Albany WA

"My husband and I were becoming increasingly worried about how disorganised our financial situation had become. Having had many jobs over the years, we each had at least four or more superannuation accounts and were paying more fees than we needed to. Neither of us had sufficient life insurance, and we were going nowhere fast when it came to securing our financial future. Frustrated with our situation, we contacted Sound Life Financial Services and booked a consultation with Thelma Jaekel. We had never been to a Financial Planner before and didn't know what to expect. Thelma explained every step in developing our Financial Plan and guided us the whole way. She formulated our plan, which involved consolidating all of our Superannuation into single accounts, implementing Super co-contributions, and setting up Life, Trauma and Income Protection Insurance Policies to protect our family should the worst happen. We now have total peace of mind about our future financial security. Thelma's dedication and personalised service has been fantastic and we know that if we ever have a concern or need advice about money matters, we can give her a call. Cheers."

~ Ellie

"Sound Life are open, honest and are highly ethical, which gives you, the investor, total confidence in the choices that you make together.  I have been more than happy with their services for the past 5 years and the returns on my portfolio."

Chris Bellanger

Sound Life & Superannuation Agencies Pty Ltd trading as Sound Life Financial Services are
Corporate Authorised Representatives of Synchronised Business Services Pty Ltd
ABN: 33 007 207 650 trading as SYNCHRON
Principal address: Level 1, 65 Palmerston Crescent, South Melbourne Vic 3051
Australian Financial Services License Number: 243 313

Life. A journey worth planning

Our training, knowledge, skills and dedication translate into high quality service and advice, helping you on to the right path to financial security.

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We at Sound Life Financial Services are committed to working with you to help you achieve financial security and peace of mind.

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Tel: (08) 9841 1688
Level 1, 106 Stirling Terrace,
Albany, WA 6330
The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objective, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to particular requirements or circumstances.
Copyright 2021 Sound Life Financial Services, Albany Western Australia