Authorised Representative of Consultum / CFP® / CPA
Tracey is the founder of ' WOW Women' which is a support network for like-minded business, professional and entrepreneurial women. Tracey is regarded as an experienced leader in the financial services industry, with exceptional skills and experience. She has provided trusted advice to thousands of personal clients over the past 20 years and is an acknowledged expert in the areas of tax, superannuation, and investments.
Authorised Representative of Consultum / CFP®
Glenn has a diverse role as partner and business manager of the firm. Glenn provides personalised financial planning solutions and ensures all Sofcorp Financial Services clients receive tried and tested financial strategies tailored to their individual needs.
Authorised Representative of Consultum / CFP® / CA
As a senior Chartered Accountant and Certified Financial Planner® practitioner with over 20 years' experience, Terry has the specialised ability of providing simple and logical solutions to complex tax and wealth management issues. Terry specialises in assisting business owners to create wealth, minimise tax and protect their assets.