Yagmur Sofra
Financial Adviser
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About
Yagmur Sofra is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to providing comprehensive and personalized financial solutions. With a career spanning over two decades, Yagmur holds the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA), earned in 1998. Her commitment to excellence is further demonstrated through her memberships with CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA). Yagmur is authorized to provide advice on a wide range of financial products, ensuring she can address diverse client needs. This includes expert guidance on superannuation, insurance, wealth management, and retirement planning, as well as specific product advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Yagmur’s expertise covers: • Superannuation advice to help you grow your retirement savings. • Insurance solutions to protect you and your family from unforeseen events. • Wealth management strategies to build and preserve your assets. • Retirement planning to ensure a comfortable and secure future. With Yagmur Sofra, you can expect tailored advice, a client-focused approach, and a commitment to helping you achieve your financial goals. Contact Yagmur today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does Yagmur Sofra offer?
Yagmur Sofra specializes in superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning. She is authorized to provide advice on a wide array of financial products, tailoring her recommendations to your individual needs.
What are Yagmur Sofra's qualifications?
Yagmur is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FPA), a member of CPA Australia (CPA), and a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Yagmur?
During your initial consultation, Yagmur will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan tailored to your specific needs and objectives.
How does Yagmur Sofra stay up-to-date with the latest financial regulations and market trends?
Yagmur is committed to ongoing professional development and actively participates in industry events, workshops, and training programs. This ensures she remains current with the latest financial regulations, market trends, and investment strategies.
What is the process for becoming a client of Yagmur Sofra?
The first step is to schedule an initial consultation. Following this meeting, if you decide to proceed, Yagmur will work with you to develop a comprehensive financial plan. She will then assist you in implementing the plan and provide ongoing support and advice to help you stay on track.
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