Untitled Document
  
Book Online for our Property  Seminar
96 Wyndham Street
Shepparton. VIC 3630
Tel:+61 3 5831 3499
Fax:+61 3 5831 3895
Email: admin@sofcorp.com.au
 
Untitled Document
Untitled Document
 

Staff Profile

We are a vibrant team with a wealth of experience in different specialised areas. Our committed people have a “can do attitude” where nothing is too much of a problem. This contemporary approach to the work we do for our client makes us an exceptional firm to do business with.

We introduce some of our exceptional team members
Partners | Accounting & Business Services | Acc & Bus Support | Finance | Financial Planning   
 

Partners

Partner
Terry Sofra
ACA, CPA, CFP
Director/Senior Partner

Email: Terry.Sofra@sofcorp.com.au

With over 25 years experience in the Accounting industry, Terry is the founder of Sofra Partners. His primary role is as CEO of Sofra Partners. Terry’s industry knowledge lies in small to medium business, agricultural planning, property investment, building and construction, retailing and manufacturing. Areas of expertise include taxation planning, Business Planning. Financial Planning, Debt and Finance negotiations and business. He is also a polished presenter and business coach. Terry Sofra is an Authorised Representative of Consultum Financial Advisers Pty Ltd.

Top      
Partner
Tracey Sofra
CPA, CFP
Partner/Financial Advisor

Email: tracey@sofcorp.com.au

As a Partner, Tracey is involved in the strategic planning and management of the firm. She has 20 years experience in the Financial Planning and Accounting Industry and is a Certified Financial Planner and a Certified Practicing Accountant. Tracey specialises in women’s financial issues and is committed to offering tailored solutions to each and every client. 2. Tracey Sofra is an Authorised Representative of Consultum Financial Advisers Pty Ltd. Click to download Tracey's Adviser Profile.

Top      

Partner
Glenn Trickey
CFP
Partner/Financial Advisor

Email: glenn@sofcorp.com.au

Glenn has a diverse role, as partner and business manager of the firm. Glenn provides personalised financial planning solutions and believes in creating a secure financial future for all clients. He is also involved in the strategic development and management of the practice and lives the motto “Providing genuine, honest and practical financial advice”. Glenn is a Certified Financial Planner with over 8 years experience in the industry. Glenn Trickey is an Authorised Representative of Consultum Financial Advisers Pty Ltd. Click to download Glenn's Adviser Profile.

 

Accounting & Business Services Division

Top      

Accounting & Business Services
Matthew Maiorano
B.Com
Team Leader

Email: matthew@sofcorp.com.au

Matt, a qualified accountant, has been with the firm for over 9 years and is a specialist in Business Services. With a passion for people, Matt is a mentor and coach to his team and is also committed to delivering client satisfaction.

Accounting & Business Services
Ben Destefanis
B.Com
Senior Accountant

Email: ben@sofcorp.com.au

Ben has over 10 years of experience in public practice and extensive knowledge in various areas of Taxation & Accounting. His clients are diverse ranging from large companies in a variety of industries to SME and Salary & Wage earners. Ben specialises in computer accounting software packages such as MYOB and Quickbooks.

Top      
Accounting & Business Services
Tony Borrelli
B.Com
Accountant

Email: tony@sofcorp.com.au
Tony joined the firm as a graduate after completing bachelor of Finance and Grad. Dip. In Accounting. Tony now looks after a small portfolio of SME clients and specialises in Business Services. He is presently studying for his CPA.
Top      
Accounting & Business Services
Liana Ash
B.Com
Accountant

Email: liana@sofcorp.com.au

Liana is a fully qualified Accountant with 4 years experience specializing in Taxation and Business Services. She looks after a portfolio of SME clients.

Top      
Accounting & Business Services
Tina Cassetta
Secretarial Services

Email: tina@sofcorp.com.au
Tina joined the firm in 2008 and manages the secretarial / client services functions. She has over 20 years experience in accounting and taxation.
 

Accounting & Business Services Support

Top      
Acc & Bus Services Support
Hana Downie
Cert.3. Fin. Services
Accounts

Email: hana@sofcorp.com.au

Hana joined Sofra Partners in 2009 as the accounts payable/receivable officer. Hana holds
a Certificate III in Financial Services – Accounts Clerical and has over 10 years experience in the accounts arena.

Top      
Acc & Bus Services Support
Megan Elliott
Administration

Email: megan@sofcorp.com.au

Megan is part of the firm’s administration team and manages the support functions for the firm’s accountants alongside Elizabeth. Megan strives to provide efficient and precise assistance to clients with their queries.

 
 

Financial Planning

Top      
Acc & Bus Services Support
Elizabeth Rando
Reception/Admin.

Email: liz@sofcorp.com.au

Elizabeth is a long standing member of the firm who has been with the Company for over 8 years. She manages reception and the /administration functions. Elizabeth is very thorough and passionate about providing quality service and assistance to all of our clients.

Untitled Document
Recession Proof Your Business
Starting A New Business
Buying An Investment Property

Untitled Document
  Seminars
  Articles
  Recent Tax Laws
  Practice News
  Newsletters
Untitled Document