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Glenn Trickey

Sofcorp Wealth Financial Advisors

Gold
22 Yrs Experience
Shepparton, VIC 3630

Sofcorp Wealth Financial Advisors

96 Wyndham Street
Shepparton, VIC 3630

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • First year providing advice 2003
  • Years of experience 22
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176