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Sofie Korac

 Sofie Korac

Share profile:
810 Pacific Highway Ground Floor
Gordon
NSW
2072
AU

Overview CONTACT THE ADVISER

Sofie Korac Sofie Korac

total Reviews

22

Experience

6yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Sofie Korac (F Fin) is a qualified financial adviser and an authorised representative (no. 400164) of MyPlanner Australia Pty Ltd (AFSL 345905).

Sofie was born in Australia to non-English speaking parents. Her parents worked very hard to pay off their home and provide for their family. She learnt from her parents the value of working hard and saving.

After Sofie completed her Higher School Certificate, she took off 2 years to work and travel while deciding what sort of career she would like to pursue.  She originally wanted to pursue a career in ballet but knee and ankle problems prevented her from making dance a formal career. Her other interest was nutrition and economics.

After completing a Bachelor of Applied Science (Home Economics) in 1986, Sofie 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 took some time off work to consider her career path. 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) and Fellow of FINSIA. As a member of these organisations, 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.

AFA Code of Ethics:

Act in the best interest of my clients to extend their financial life and abide by the laws and regulations under which I conduct business.
Strive to achieve the highest standards of professional competence by maintaining and improving my knowledge and skills.
Hold in strictest confidence and consider privileged, all business and personal information pertaining to my clients’ affairs.
Present accurately, honestly and completely, every fact known to me which is essential to my clients’ decision making.
Use all ethical means to educate my clients about their present and future financial needs.
To provide an appropriate level of service to my clients and their beneficiaries.
Maintain high standards of personal and professional conduct to reflect favourably upon the profession of Financial Adviser and serve as an example to others.
Sofie has been developing and implementing financial plans for 12 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. 

Company:

Prudentia Financial Planning
Prudentia Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

MYPLANNER PROFESSIONAL SERVICES PTY LTD
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation

Fees will be discussed at the first meeting.

Latest Customer Reviews (3 of 22 total)See all

"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. "

Larissa, 46-55 23 Aug 2017

"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. "

Tony, 46-55 6 Aug 2017

"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."

Yish, 46-55 27 Jan 2016

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 6 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Ground Floor
810 Pacific Highway, Gordon
NSW 2072 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 12PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 96% Average Reviews
  • 22 Total Reviews
Larissa, 46-5523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Tony, 46-5506 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Yish, 46-5527 Jan 2016
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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."

John , 65+22 Jan 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very professional and helpful with caring pleasant manner and good disposition and good knowledge of subject matter"

Warwick , 65+21 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie keeps me updated in the areas of interest to me, and we review my situation at appropriate times, given approaching retirement."

Jim, 56-6517 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie provides advice with diligence and care. I had no hesitation in recommending Sofie to my sister who was having some problems with her existing financial planner."

Leo, 65+16 Jan 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"I willingly recommend Sofie as a most competent adviser.She impresses me with her willingness to increase her knowledge of the rapidly changing investment environment.She is most friendy,courteous and reliable."

Dan, 65+16 Jan 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

" "

Lesleigh, 46-5516 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie is very proactive in her management of our investments and clear in her advice. This gives us peace of mind. Happy to recommend her to future clients."

Anne, 56-6515 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie is very helpful and I trust her advice. She is always approachable and professional. "

Gay, 65+15 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie is very personable. She makes the meetings we have easy to understand. I never could understand finance but since being with Sofie our annual meetings are welcomed by me as they no longer are a tiresome chore.. For the first time in my life Im starting to understand investment thanks to Sofie."

Matthew , 35-4515 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I always receive great advice from Sofie and she always responds quickly. I feel she has a great understanding of her industry and is up to date with current market trends. I really feel she takes the time to look after my interests as an individual. "

Doreen, 56-6515 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie has been amazingly helpful to me and my family in so many financial areas. I feel that she has always been completely honest, very upfront about fees and advice, knowledgable and always willing to do the research. I wouldn't be in the secure position I am today without the help she has provided to me over quite a few years now."

David, 56-6515 Jan 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Always looking at ways to maximise my returns on Super funds. Gives detailed explanation on any changes that she recommends. Looks at all options to limit tax. "

Laurene, 65+15 Jan 2016
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I feel fully confident in Sofie's professional advice and expertise. Sofie explains herself clearly and patiently and I am impressed with the personal attention she gives to my portfolio. "

WTL , 65+15 Jan 2016
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"A pleasant and capable lady. Tries to keep me imnformed at all times."

Beverley , 65+15 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie has a very pleasing manner, keeps her knowledge up to date, and in regular contact with necessary information. She was most impressive in making immediate contact with me when she was unaware I had made a change, and wanted to ensure it was not a fraudulent transaction."

Brian, 65+15 Jan 2016
Expand
Overall customer rating
88%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"Sofie knows her stuff; she is easy to talk to and she always has the time to deal with any matters I want to discuss. She is sympathetic to my needs. "

Trent, 35-4515 Jan 2016
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Sofie is just the right mix of advise and managing my ideas for the professional relationship to work."

Nick, 35-4515 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sofie has been great. Knowledgable, responsive and fairly priced"

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
11
Customers

#1
Preparing For Retirement
STRENGTH
11
Customers

#2
Savings Investment
STRENGTH
8
Customers

#2
Tax Effective Strategies
STRENGTH
8
Customers

#3
Insurance Protection
STRENGTH
7
Customers

#4
Centrelink Benefits
STRENGTH
3
Customers

#4
Estate Planning
STRENGTH
3
Customers

#5
Aged Care
STRENGTH
2
Customers

#5
Managing Debt
STRENGTH
2
Customers

#5
Small Business Advice
STRENGTH
2
Customers

x

Overall rating

100%

Sofie Korac

Company: Prudentia Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Sofie Korac is a member of and in what capacity, the licensee or company of Sofie Korac and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Sofie Korac (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%