Tracey Boam

Pride Advice

Gold
19 Yrs Experience
Adelaide, SA 5000

Recent reviews

Pride Advice

Level 8, 420 King William St
Adelaide, SA 5000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 10
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Redundancy
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I am an Employed Financial Planner, that is paid a Salary by my Employer.

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.65
10 Reviews
5
4
3
2
1
4.65
Clear communication
4.75
Knowledge & expertise
4.65
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 10

Sort by

5.00

"Tracey was great to deal with. She went out of her way to explain everything and made sure we fully understood what we were doing and how we got there. Would recommend Tracey to anyone serious about getting their affairs in order."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"I would highly recommend Tracey. She is very much a people's person. Her professionalism is outstanding. Tracey was readily available to answer any questions I had."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Excellent"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey has help me in so many ways with my super fund and her advice has been most helpful"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very thorough, always follows up. Very approachable and friendly. Accommodating of appointment times for those with fixed non-flexible work schedules."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We were very happy with the advice given, especially in regards to getting ready for retirement. The work Tracey did with my superannuation funds, I was very happy with, as I was not aware of the hidden fees involved."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey was friendly, thorough and worked with us to understand our needs and requirements"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey was extremely helpful. She took the time to explain all of options clearly to me and was very efficient in getting things organised for me. Highly recommend seeing her!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey presents her financial planning expertise in a clear, concise manner. She is a good listener, taking a genuine interest in my wife and I before applying her knowledge to our circumstances and clearly explaining her recommendations. She has our full trust."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Boam profile photo

Tracey Boam responded on March 2016

"Peter - thank you for your kind words. It was a pleasure to work with yourself and Liz. Best wishes."

5.00

"Very happy with Tracey's service"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Boam profile photo

Tracey Boam responded on March 2016

"With thanks Eugene - your feedback is greatly appreciated."

Showing reviews 1—10 of 10

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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