Tracey SofraPartner/Financial Advisor, CPA, CFP

As a Partner, Tracey is involved in the strategic planning and management of the firm. Tracey has over 20 years’ experience in the Financial Planning and Accounting Industry and is a Certified Financial Planner and a Certified Practicing Accountant. Tracey Sofra is an Authorised Representative of Consultum Financial Advisers Pty Ltd. Tracey also heads our women in business association “WOW Women” (Women of Wealth) which helps inspire women from all aspects of business to develop wealth and gain financial independence. Even though Tracey specialises in women’s financial issues she is committed to offering tailored solutions to each and every client.

Glenn TrickeyTerry Sofra