Financial Adviser · SHEPPARTON, VIC

Yagmur Tracey Sofra

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000231036

Yagmur Tracey Sofra is a financial adviser based in Shepparton, Victoria, with 27 years of experience in the financial services industry since 1999. Yagmur is currently authorised under Asvw Financial Services. Yagmur holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yagmur holds a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Yagmur is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Authority excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

1998
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)

Registration History

Jul 2021 - Present Current
Authority excludes SMSF
Jul 2003 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register