Yagmur Tracey Sofra
Financial Adviser in Shepparton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000231036
- Location
- Shepparton VIC 3630
- Licensee
- Asvw Financial Services Pty Ltd (AFSL 446176)
- Authorised since
- 1 July 2021
- First provided advice
- 1999
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1998)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Authority excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Yagmur Tracey Sofra
Yagmur Tracey Sofra is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Shepparton, Victoria (adviser number 000231036).
Advice is given under the Australian financial services licence of Asvw Financial Services Pty Ltd, licence number 446176. The current authorisation started on 1 July 2021.
The register records 1999 as the year Yagmur first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1998). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authority excludes SMSF.”
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Questions people ask
Is Yagmur Tracey Sofra a registered financial adviser?
Yes. Yagmur Tracey Sofra is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231036.
Which licensee does Yagmur Tracey Sofra work under?
Asvw Financial Services Pty Ltd, Australian financial services licence 446176.
What can Yagmur Tracey Sofra give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Authority excludes SMSF."