Sofcorp Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

96 Wyndham St L 1, Shepparton, Victoria,...

Phone Number

+61 358311114

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Sofcorp Wealth

Sofcorp Wealth specializes in providing financial planning services, including retirement planning, wealth creation, cashflow management, debt management, and insurance. They focus on creating tailored investment strategies that align with clients' goals and risk profiles to help them achieve financial independence. Their intended clients are individuals seeking to manage their finances effectively and secure their financial future. The company emphasizes a personalized approach, ensuring regular reviews and adjustments to clients' financial plans.Explore more
Sofcorp Wealth's Social MediaPopular SearchesSofcorp Wealth Pty LtdSofcorpSofcorp Wealth Financial AdvisorsSofcorp Financial ServicesSofcorp Financial Services Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Sofcorp Wealth Org Chart

PhoneEmail
GT
Australia flag for contact location.

Senior Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sofcorp Wealth

<$5M
1-10
Private
-
1999
GT
Glenn TrickeySenior Financial Advisor
<$5M
1-10
Private
-
1984
JT
John TattersonFinancial Principal & Advisor & Managing Director
<$5M
1-10
Private
-
-
BB
Bradley BaconDirector and Principal. Senior Financial Planner
<$5M
1-10
Private
-
1998
JL
Jenny LoizouOffice Manager
<$5M
1-10
Private
-
-
AC
Andrew CampbellAuthorised Representative of Consultum and Owner Financial Wealth Solutions and CFP and B Bus (Finance) and Dip FP
<$5M
1-10
Private
-
-
CH
Craig HewettAuthorised Representative of Consultum and CFP and Dip FP and GradDipFinPlan
<$5M
1-10
Private
-
-
JS
Juliana SpanicOffice Administrator
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sofcorp Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sofcorp Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sofcorp Wealth.

Sofcorp Wealth Tech Stack

A closer look at the technologies used by Sofcorp Wealth

Top Finance Companies

Frequently Asked Questions Regarding Sofcorp Wealth

What is Sofcorp Wealth's official website?
Sofcorp Wealth's official website is www.sofcorp.com.au
What is Sofcorp Wealth's Revenue?
Sofcorp Wealth's revenue is <$5 Million
What is Sofcorp Wealth's SIC code?
Sofcorp Wealth's SIC: 62,628
What is Sofcorp Wealth's NAICS code?
Sofcorp Wealth's NAICS: 52,523
How many employees does Sofcorp Wealth have?
Sofcorp Wealth has 1-10 employees
What industry does Sofcorp Wealth belong to?
Sofcorp Wealth is in the industry of: Finance, Securities Trading
What is Sofcorp Wealth competition?
Sofcorp Wealth top competitors include: ASA Financial Advisers, Rowan Kimpton & Associates, Townshend Financial Planning, Ashton Campbell
What technology does Sofcorp Wealth use?
Some of the popular technologies that Sofcorp Wealth uses are: WordPress.org, Google Font API, Microsoft 365, Microsoft Exchange Online
How do I contact Sofcorp Wealth?
Sofcorp Wealth contact info: Phone number: +61 358311114 Website: www.sofcorp.com.au
What does Sofcorp Wealth do?

Sofcorp Wealth specializes in providing financial planning services, including retirement planning, wealth creation, cashflow management, debt management, and insurance. They focus on creating tailored investment strategies that align with clients' goals and risk profiles to help them achieve financial independence. Their intended clients are indiv... iduals seeking to manage their finances effectively and secure their financial future. The company emphasizes a personalized approach, ensuring regular reviews and adjustments to clients' financial plans.Read More

What are Sofcorp Wealth social media links?
Sofcorp Wealth Linkedin page Sofcorp Wealth Facebook page
Is Sofcorp Wealth a public company?
Sofcorp Wealth is private company therefore does not currently have an official ticker symbol
See more information about Sofcorp Wealth

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