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. As the 2017 winner of Money Management's "Financial Planner of the Year" and a 2017 finalist in AFA's female in excellence award, Tracey is highly regarded in the financial services industry. Tracey 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.
Authorised Representative of Consultum
Leanne specialises in the development of strategic comprehensive advice to executives and professionals in the areas of superannuation, wealth management, insurance, executive remuneration and retirement planning. Leanne experiences great personal satisfaction from assisting clients to achieve what is important to them through the implementation of quality advice and the clear and precise communication of complicated topics.
Apart from her client advisory and management role, Leanne is also responsible for the company’s staff training and development program.