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 specialise 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 a lifestyle of 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 is a highly accredited financial adviser with more than 30 years of industry experience. An entrepreneur, motivational speaker and financial educator, Tracey is passionate about empowering clients with the knowledge and confidence to achieve financial independence.
As the founder of Sofcorp Wealth, Tracey continues to advise clients as a Senior Financial Adviser, sharing her expertise, experience and passion to help people create a stronger financial future.
- 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
With a strong understanding of the complexities of wealth management, Glenn plays a key role in developing tailored financial strategies for clients and overseeing the strategic direction and growth of the business. His experience and commitment to delivering considered, long-term solutions make him a trusted adviser and an integral part of the Sofcorp Wealth team.
- Graduate Diploma of Financial Planning
- Advanced Diploma of Financial Services
- Certified Financial Planner® Professional
- Member of Financial Planning Association (FPA)
Chenara Newbegin
Chenara is a dedicated Financial Adviser with almost 20 years of experience in the financial services industry. She brings a wealth of industry experience and a comprehensive understanding of the advice process. Her genuine care for client outcomes, Chenara is committed to delivering personalised, strategic financial advice, taking the time to understand what matters most to her clients and tailoring this to each client's individual circumstances, priorities, and aspirations.
Chenara has specialist knowledge in aged care and Centrelink-related advice, supporting clients and their families through some of life's most significant financial decisions. Her ability to navigate complex areas of advice allows her to provide clear guidance and practical strategies, helping clients make informed choices with confidence.
- Graduate Diploma of Financial Planning
- Special accreditation in Aged Care
- Self-Managed Superannuation Funds (SMSF)
- Margin Lending
Amber Townsend
Amber’s key role as our Client Relationships Manager is to oversee and lead the client experience ensuring every interaction and touchpoint is managed with care, efficiency, and attention to detail. She is passionate about delivering exceptional client experience and building genuine, lasting relationships by providing a professional, personalised service and ensuring every client feels supported throughout their financial journey.
With a proactive, client-first approach, she coordinates the client journey from start to finish, anticipating needs, facilitating communication, and ensuring clients receive a seamless and consistent experience.
Bianca Lane
Bianca has been delivering exceptional client support since beginning her career in 2004. As our Client Services Manager, she is passionate about creating a seamless and positive experience for every client, ensuring each stage of the financial planning journey is delivered with professionalism, care, and attention to detail.
Bianca leads and co-ordinates the client service and administration, providing trusted support to both clients and advisers. Her extensive industry knowledge, proactive approach, and commitment to excellence help ensure every interaction is efficient, personalised, and responsive.
Together we bring technical financial expertise with care and attention to detail to create a financial planning solution tailored towards your overall life goals.