MFinPlan, GradDipFinPlan, GradCertFinPlan
Tracey has over two decades of experience in the Banking and Finance industry, specializing in Financial Planning since 2004.
She has a Masters in Financial Planning and a real focus on educating and helping clients, particularly in the pre-retiree and retirement sectors, achieve their financial goals. Tracey believes in tailoring financial solutions to each client’s unique situation.
Outside of work, Tracey enjoys spending time with family and friends and has a passion for literature, often attending author events. Balancing her career and personal interests is a top priority, as she believes in a fulfilling life that encompasses both professional achievements and cherished moments with loved ones.