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.
Fees will be discussed at the first meeting.
Sofie is always helpful with financial advice, extremely approachable & knowledgeable.
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.
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.
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
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.
- Adviser status Platinum
- Number of reviews 29
- First year providing advice 2011
- Years of experience 11
- Graduate Diploma of Financial Planning
Prudentia Financial PlanningSuite 2, Level 3, 828 Pacific Hwy
Gordon, NSW 2072
- 9:30am – 3:30pm Friday
- 9:30am – 5:30pm Monday – Thursday
- In person
- Video call
Kam Financial Pty Ltd