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Sofcorp Financial Services
Sofcorp Financial Services
96 Wyndham Street
Shepparton VIC 3630
Telephone: (03) 5831 1114
Facsimile: (03) 5831 3895
Sofcorp Financial Services was incorporated as a specialized financial planning service within Terry Sofra & Co. Chartered Accountants to provide total financial solutions as part of a one stop shop.
A boutique style practice, Sofcorp prides itself with a strong client base who love the service and care we provide, whilst optimizing their financial future.
Sofcorp offers specialized advice in all aspects of financial planning and our team has a wealth of experience and is dedicated to exceeding the expectations of each and every client, whether it's for superannuation, investments, insurance, property - even advice about a holiday or a new car.
Our track record shows that we can make a real difference.
Tracey Sofra, Authorised RepresentativeVIC - Regional Tracey has over 16 years experience in the Financial Planning and Accounting industries. Her expertise includes all aspects of financial planning, risk insurance, taxation planning, salary packaging and superannuation. Tracey specialises in women's financial issues and is committed to offering tailored solutions to each and every client. As part of her role at Sofcorp, she is also involved in the strategic planning and management of the practice. Click here to download Tracey's Adviser Profile (Part 2 of the Financial Services Guide). |
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Glenn Trickey, Authorised RepresentativeVIC - Regional Glenn has been in the industry for 5 years and his expertise includes financial planning, risk insurance, taxation planning, salary packaging and superannuation (SMSF and retail). Glenn's role involves research into strategies and various investment products and the preparation of comprehensive statement of advice for our clients. Glenn is also involved in the strategic planning and management of the practice. Click here to download Glenn's Adviser Profile (Part 2 of the Financial Services Guide). |
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Terry Sofra, Authorised RepresentativeVIC - Regional With over 20 years experience in the accounting industry, Terry's primary role is CEO of Terry Sofra and Co. Chartered Accountants which involves strategic planning and management of the practice. His industry knowledge lies in small to medium business and agricultural planning, property investment, building and construction, retailing and manufacturing. Areas of expertise include; taxation planning, business planning, financial planning, debt and finance negotiations and business. |
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How to contact Sofcorp Financial Services
To contact Sofcorp Financial Services you can call them on (03) 5831 1114.
Tracey Sofra, Terry Sofra, Glenn Trickey and Sofcorp Financial Service Pty Ltd, ABN 59 088 312 716, are Authorised Representatives of Consultum Financial Advisers Pty Ltd.
