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Tracey Sofra

Sofcorp Wealth Financial Advisors

Silver
27 Yrs Experience
Shepparton, VIC 3630

Tracey Sofra is Australia's leading Financial Advisor specialising in women's financial confidence.  As a business leader, mentor, financial advisor, author, speaker and mum for over two decades, Tracey has shared her proven methods of shifting mindsets and the limits to financial success for thousands of women.  Her passion around financial freedom is infectious leaving you inspired to challenge the status quo, buld confidence and create change.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1999
  • Years of experience 27
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Sofcorp Wealth Financial Advisors

96 Wyndham Street
Shepparton, VIC 3630

Opening hours

  • 8:30am – 5:30pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176