Who We Are
Our Story
Established by Tracey Sofra in 1999, Sofcorp Wealth is a value based financial planning practice.
Together we bring technical financial expertise with care and attention to detail to create a financial planning solution tailored towards your overall life goals.
We specialize in:
- Wealth creation
- Retirement planning
- Superannuation & Self-Managed Super Funds
- Cashflow Management
- Salary sacrifice strategies
- Debt Management strategies
Our Purpose
Provide financial advice, solutions, and freedom
Our Vision
Leading firm in community, providing tailored solutions enabling our clients to live choice.
Our Values
EXCELLENCE
Strive for Diligence, professionalism, and results
Empower
Empowering our clients through education
Integrity
Ethical, honest, and reliable
Teamwork
Approachable, friendly, and collaborative
Trustworthy
Authentic, Genuine, and responsible
Our Team
Tracey Sofra, CFP CPA
Senior Financial Adviser
Tracey Sofra is highly accredited and experienced adviser with over 30 years in the industry. She is an entrepreneur, motivational speaker and financial educator who spends her time sharing the knowledge, experience and passion she has helping women achieve financial independence. Tracey is the founder of Sofcorp Wealth where she continues to advise clients as a Senior Financial Advisor. Tracey holds the following qualifications and memberships:
- Certified Financial Planner® Professional
- Certified Practicing Accountant
- Member of Financial Planning Association (FPA)
- Member of Australian Society of Certified
- Practicing Accountants (ASCPA)
Glenn Trickey, CFP
Senior Financial Adviser
- Graduate Diploma of Financial Planning
- Advanced Diploma of Financial Services
- Certified Financial Planner® Professional
- Member of Financial Planning Association (FPA)
Chenara Newbegin
Financial Adviser
Chenara entered finance in 2007, starting as a Client Service Officer and later becoming a Financial Adviser. Joining Sofcorp Wealth in 2022, she enjoys guiding clients and using her expertise to help them achieve their financial goals.
Amber Townsend
Amber has a challenging and busy role as Financial Planning Assistant. She manages the workflow and organises the smooth running of the practice with her impeccable administration practices and procedures. Amber’s focus is on relationship building through consistently and professionally exceeding service requirements and client expectations.
Bianca Lane
Bianca entered the financial services industry in 2004, Bianca specialises in organising the office systems and process. She manages the workflow and organises the smooth running of the practice.
Bianca prides herself on being super orgniased in providing day to day administration support to our advisers, clients and the business
Cris Hataas
Cris joined Sofcorp Wealth in March 2023 in our administration and client services team and is primarily responsible for assisting our Advisers and Client Service Officers with administration support.
Abbie Jean Melitado
Abbie joined Sofcorp Wealth in March 2020 in our administration and client services team and is primarily responsible for assisting our Advisers and Client Service Officers with administration support.
Together we bring technical financial expertise with care and attention to detail to create a financial planning solution tailored towards your overall life goals.