Sophie Korac

Prudentia Financial Planning

Platinum
11 Yrs Experience
Gordon, NSW 2072
Sofie Korac JP, BAppSc, GDipFP is a qualified financial adviser and an authorised representative (no. 400164) of KAM Financial Pty Ltd (AFSL 516133). Sofie is a member of the Association of Financial Advisers.   Sofie completed a Bachelor of Applied Science (Food & Nutrition) in 1986 and worked in the food industry for 8 years, including 5 years at CSIRO in a research role. Sofie had published four research papers and moved from food research into marketing research in 1995. Sofie spent the next 10 years researching and analysing consumer opinions on numerous topics including food and beverage products, financial services, pharmaceutical products and mental health issues. Sofie had also started investing in the stock market in 1996 through the help of a stock broker and doing her own research. She used part of her profits to buy a unit in 1999 in a quite ordinary suburb of Sydney but which is now quite trendy. During 2004 Sofie was looking for a career change. She wanted to work with individuals and families rather than large corporate companies. Because of her personal experience in successful investing, she was encouraged by her friends to look at a career in the finance world. After much research and contemplation Sofie decided on a career in the financial planning profession. Sofie completed the Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA) in 2008 and is a member of the Association of Financial Advisers (AFA). As a member Sofie is bound by their Code of Ethics and observes the highest levels of professional conduct and follows the core values of trust, integrity, honesty and respect. Sofie has been developing and implementing financial plans for 14 years and has 20+ years of personal investment experience. She has helped individuals and families from all walks of life to build and protect their wealth and assisted others to transition into a comfortable retirement. Sofie knows how hard it is to start from nothing and then want to protect what one has built up. Sofie is married to Anthony and helping to raise their son. She understands the many roles women have and the need to juggle family and career and finding the right balance. Her passion is to help empower women and families to become financially independent.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees will be discussed at the first meeting.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 29
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Prudentia Financial Planning

Suite 2, Level 3, 828 Pacific Hwy
Gordon, NSW 2072

Opening hours

  • 9:00am – 12:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Kam Financial Pty Ltd

AFSL 516133

4.90
29 Reviews
5
4
3
2
1
4.90
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 29

Sort by

5.00

"Sofie is always helpful with financial advice, extremely approachable & knowledgeable."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sofie is always available when needed. She has handled our Superannuation and now Investment Fund in retirement. We feel that we are in good hands and do not need to be worried. We therefore wish her all the best as she moves forward and expands the business. Barry & Val Garnon."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Sofia for two and one- half years. She takes a holistic approach to our needs, striving to know and understand all our financial and lifestyle affairs. This, together with her strong experience and knowledge, enables her to provide sound and tailored advice to us. Importantly we have a very good rapport with Sofia."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the relatively short time Sofie has been our Financial Advisor we have found her to be very accessible and very knowledgeable. We are guided by Sofie in all our stock market investments. We recommend her very highly to friends and associates. Colin & Lorraine Fitzpatrick"

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sofie was lovely and always helpful. She was considerate and always took the time to properly address my needs and explain things clearly to me. She was always available and answered all my questions. She never kept me waiting as she did everything in a timely manner for me. I'd highly recommend Sofie."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sofie has been very helpful to my wife and myself in the first stages of our retirement. She has responded to any of our queries our concerns promptly and with great insight."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Sofie to be a very caring and knowledgeable person. Nothing was a problem to her and she always responded to questions very quickly and would explain in a manner in which could be understood. She has our best interests at heart and we really appreciate her for all her advise and help."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sofie is caring, professional, focussed, personable, well-researched and resourceful, and really took the time to understand my needs fully before providing advice. She is amazingly helpful, and explained everything so well and provided great clarity on all possible options to achieve my objectives. I would highly recommend Sofie, as I now have confidence that my financial future is in great hands."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being self-employed I needed help with my super, insurances and investment advice. Sofie's expertise has helped me greatly to build up my super with different investment options that are working very well and reduced my tax. Her advise has been invaluable and I highly recommend Sofie to any self-employed people who need financial advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I have worked with Sofie for a number of years after I was given a recommendation to move to her on my outgoing advisers retirement, I have used sofie since and am very happy with her services."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 29

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Margin Lending and Geared Investments

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
Terra Cordis
Completed
2015

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2015

Diploma of Financial Planning (DFP 5) (Taxation for Financial Advising)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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