Sofie Korac is a qualified financial adviser and an authorised representative (no. 400164) of KAM Financial Pty Ltd AFSL 516133.
Sofie was born in Australia to non-English speaking parents. Her parents worked very hard to pay off their home and provide for their family. She learnt from her parents the value of working hard and saving.
After Sofie completed her Higher School Certificate, she took off 2 years to work and travel while deciding what sort of career she would like to pursue. She originally wanted to pursue a career in ballet but knee and ankle problems prevented her from making dance a formal career. Her other interest was nutrition and economics. After completing a Bachelor of Applied Science (Home Economics) in 1986, Sofie worked in the food industry for 8 years, including 5 years at CSIRO in a research role. Sofie had published four research papers and moved from food research into marketing research in 1995. Sofie spent the next 10 years researching and analysing consumer opinions on numerous topics including food and beverage products, financial services, pharmaceutical products and mental health issues. Sofie had also started investing in the stock market in 1996 through the help of a stock broker and doing her own research.
During 2004 Sofie took some time off work to consider her career path. She wanted to work with individuals and families rather than large corporate companies. Because of her personal experience in successful investing, she was encouraged by her friends to look at a career in the finance world. After much research and contemplation Sofie decided on a career in the financial planning profession.
Sofie completed the Graduate Diploma of Financial Planning from the Financial Services Institute of Australasia (FINSIA) in 2008 and is a member of the Association of Financial Advisers (AFA). As a member of this organisation, Sofie is bound by their Code of Ethics and observes the highest levels of professional conduct and follows the core values of trust, integrity, honesty and respect.
AFA Code of Ethics:
Sofie has been developing and implementing financial plans for 14 years and has 21 years of personal investment experience. She has helped individuals and families from all walks of life to build and protect their wealth and assisted others to transition into a comfortable retirement. Sofie knows how hard it is to start from nothing and then want to protect what one has built up.
Sofie is married to Anthony and helping to raise their son. She understands the many roles women have and the need to juggle family and career and finding the right balance. Her passion is to help empower women and families to become financially independent.
If you would like more information on financial planning strategies, contact Prudentia Financial Planning today for a free initial consultation.
Prudentia Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 400165) of KAM Financial Pty Ltd AFSL 516133.
— Bev M (retired), Bondi Junction, NSW (9 Dec 2013)
— Sandy W, Moruya NSW (24 Mar 2014)
— Doreen O, Paddington NSW (12 Feb 2015)
Prudentia Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 400165) of KAM Financial Pty Ltd AFSL 516133
Financial Advice Sydney and the North Shore Office based in Gordon NSW