Sophie West | Fixed Income Advisor
Sophie West | Fixed Income Adviser
Sophie is a highly regarded Fixed Income Adviser with over 12 years’ experience helping Australian investors, family offices, SMSFs, and not-for-profit organisations build resilient, income-focused portfolios.
Specialising in Australian and global fixed income and credit markets, Sophie constructs sophisticated yet easy-to-understand strategies across Commonwealth and semi-government bonds, investment-grade corporate credit, high-yield bonds, hybrids, mortgage-backed securities, and private debt opportunities.
She is particularly sought after by clients who are transitioning to or living in retirement, those seeking to de-risk equity-heavy portfolios, or investors wanting genuine capital stability with superior after-tax income.
Sophie holds a Bachelor of Commerce (Finance & Economics) from the University of Sydney, is an SMSF Specialist Advisor™ (SSA). She is a current member of the Stockbrokers and Investment Advisers Association (SIAA) and regularly completes advanced training in fixed income portfolio construction and ESG integration.
Known for her calm, methodical approach and ability to explain complex credit concepts in plain English, Sophie builds long-term relationships founded on trust and performance. Clients consistently praise her proactive monitoring of interest-rate cycles, credit-spread movements, and duration positioning – especially through the volatile 2022–2025 rate-hike cycle.
When away from the desk, Sophie is a keen ocean swimmer and a mother of two young daughters.
Get In touch with me
Sophie West | Fixed Income Advisor
Email: sophie.west@yorkheritagecapital.com
Head Office: +61 2 9100 0794 (Ext 07)
Direct Line: +61 2 3815 4007
Mobile: +61 468 051 553
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