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-story-image our story](https://wordpress-758403-4101966.cloudwaysapps.com/wp-content/uploads/2023/12/our-story-image.png)
![our-story-image our story](https://wordpress-758403-4101966.cloudwaysapps.com/wp-content/uploads/2023/12/our-story-image.png)
Our Values
![strive-for-excellence Strive for excellence](https://sofcorp.com.au/wp-content/uploads/2023/12/strive-for-excellence.png)
![strive-for-excellence Strive for excellence](https://sofcorp.com.au/wp-content/uploads/2023/12/strive-for-excellence.png)
Strive for excellence
![empower-and-educate Empower and educate](https://sofcorp.com.au/wp-content/uploads/2023/12/empower-and-educate.png)
![empower-and-educate Empower and educate](https://sofcorp.com.au/wp-content/uploads/2023/12/empower-and-educate.png)
Empower and educate
![integrity,-professionalism,-and-honest-in-our-dealings Integrity, professionalism and honest in our dealings](https://sofcorp.com.au/wp-content/uploads/2023/12/integrity-professionalism-and-honest-in-our-dealings.png)
![integrity,-professionalism,-and-honest-in-our-dealings Integrity, professionalism and honest in our dealings](https://sofcorp.com.au/wp-content/uploads/2023/12/integrity-professionalism-and-honest-in-our-dealings.png)
Integrity, professionalism and honest in our dealings
![build-trust-through-efficiency Build trust through efficiency, diligence and reliability](https://sofcorp.com.au/wp-content/uploads/2023/12/build-trust-through-efficiency.png)
![build-trust-through-efficiency Build trust through efficiency, diligence and reliability](https://sofcorp.com.au/wp-content/uploads/2023/12/build-trust-through-efficiency.png)
Build trust through efficiency, diligence and reliability
![authentic-and-genuine Authentic and genuine](https://sofcorp.com.au/wp-content/uploads/2023/12/authentic-and-genuine.png)
![authentic-and-genuine Authentic and genuine](https://sofcorp.com.au/wp-content/uploads/2023/12/authentic-and-genuine.png)
Authentic and genuine
Our Team
![tracey-sofra Tracey Sofra](https://sofcorp.com.au/wp-content/uploads/2023/12/tracey-sofra.png)
![tracey-sofra Tracey Sofra](https://sofcorp.com.au/wp-content/uploads/2023/12/tracey-sofra.png)
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 Glenn Trickey](https://sofcorp.com.au/wp-content/uploads/2023/12/glenn-trickey.png)
![glenn-trickey Glenn Trickey](https://sofcorp.com.au/wp-content/uploads/2023/12/glenn-trickey.png)
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 Chenara Newbegin](https://sofcorp.com.au/wp-content/uploads/2023/12/chenara-newbegin.png)
![chenara-newbegin Chenara Newbegin](https://sofcorp.com.au/wp-content/uploads/2023/12/chenara-newbegin.png)
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 Townsend](https://sofcorp.com.au/wp-content/uploads/2023/12/amber-townsend.png)
![amber-townsend Amber Townsend](https://sofcorp.com.au/wp-content/uploads/2023/12/amber-townsend.png)
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.
![cris-hataas Cris Hataas](https://sofcorp.com.au/wp-content/uploads/2023/12/cris-hataas.png)
![cris-hataas Cris Hataas](https://sofcorp.com.au/wp-content/uploads/2023/12/cris-hataas.png)
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 Jean Melitado](https://sofcorp.com.au/wp-content/uploads/2023/12/abbie-jean-melitado.png)
![abbie-jean-melitado Abbie Jean Melitado](https://sofcorp.com.au/wp-content/uploads/2023/12/abbie-jean-melitado.png)
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.