Tracey Sofra
Summary
Highly motivated Financial Advisor effective at working with clients of all levels and backgrounds who educates clients on investment strategies, retirement planning and financial planning.
Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
34
34
years of professional experience
Work History
Financial Advisor
Sofcorp Wealth Financial Advisors
07.1999 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Delivered strategic investment advice for individual and corporate clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Advised clients on investments, retirement and estate planning.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on financial topics and best practices.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Researched and evaluated potential investment products for clients.
- Studied financial documents to identify potential areas needing improvement.
- Informed clients of strategies for reducing debt and maximizing savings.
Accountant, Senior Manager
Sofra Partners Chartered Accountants
07.1995 - Current
- Held monthly meetings to create business plans and workshops to drive successful business.
- Reviewed and analyzed reports, records and directives to obtain data required for planning department activities.
- Developed proposals and presentations for internal and external audiences.
- Boosted team member productivity by enhancing performance monitoring and instituting motivational approaches.
- Evaluated hiring, firing, and promotions requests.
- Conducted performance evaluations, compensations and hiring to maintain appropriate staffing requirements.
- Provided strong leadership to enhance team productivity and morale.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Leveraged finance knowledge to strengthen controls and improve transparency.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Improved data collection, financial analysis and financial modelling to optimize practices and retain customers.
- Prepared and filed tax forms to meet needs of customers.
- Evaluated and improved financial records to make important business decisions.
- Used advanced software to prepare documents, reports, and presentations.
- Reconciled accounts and reviewed expense data, net worth, and assets.
Accountant
Piastri & Guppy Chartered Accountants
01.1990 - 06.1995
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Gathered financial information, prepared documents, and closed books.
- Used advanced software to prepare documents, reports, and presentations.
- Prepared and filed tax forms to meet needs of customers.
- Partnered with auditors to track errors and add contributions to maintain accuracy.
- Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
Education
Certified Financial Planner - Financial Planning
FPA - Financial Planning Association
Melbourne07.2000
Post Graduate - Accounting
CPA Program
Melbourne12.1998
Bachelor of Business - Accounting
RMIT
Melbourne09.1993
Skills
- Financial Knowledge
- Increasing Savings
- Managing Wealth
- Retirement Needs
- Stock Market Understanding
- Equity and Debt
- Prospective Client Engagement
- Financial Services
- Investment Advising
- Financial and Estate Planning
- Client Needs Assessment
- Goals and Performance
Websites
Accomplishments
Winner - Financial Planner of the year in 2017 Women in Financial Services Awards.
Winner - Entrepreneur of the year in 2016 Shepparton Chamber of Commerce Awards.
Created a financial education program "EMPOWER" for women who want to create a secure income in retirement.
Languages
Turkish
Elementary
Timeline
Financial Advisor
Sofcorp Wealth Financial Advisors
07.1999 - Current
Accountant, Senior Manager
Sofra Partners Chartered Accountants
07.1995 - Current
Accountant
Piastri & Guppy Chartered Accountants
01.1990 - 06.1995
Certified Financial Planner - Financial Planning
FPA - Financial Planning Association
Post Graduate - Accounting
CPA Program
Bachelor of Business - Accounting
RMIT
Similar Profiles
Grant Aidan Phoenix HeymanGrant Aidan Phoenix Heyman
Marketing Coordinator & Spokesperson (Hybrid Role) at Financial Wealth Holdings - (Promotion from sister company National Debt Advisors)Marketing Coordinator & Spokesperson (Hybrid Role) at Financial Wealth Holdings - (Promotion from sister company National Debt Advisors)
Hailey LopezHailey Lopez
Caring Specialist at Hammond Iles Wealth Advisors, Financial CoachingCaring Specialist at Hammond Iles Wealth Advisors, Financial Coaching
TRACI THOMASTRACI THOMAS
Operations Manager at Procarian Wealth Advisors/Ameriprise FinancialOperations Manager at Procarian Wealth Advisors/Ameriprise Financial