Tracy Dyer

Element Wealth Solutions

Silver
23 Yrs Experience
Erina, NSW 2250
I am committed to helping clients gain and maintain a sound understanding of their financial potential and to take the actions that will allow them to make the most of their income and financial assets. I strive to provide my clients with a sense of security and real comfort, and allowing then more time to focus on those things that are really important to them.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Element Wealth Solutions

Suite 10, Level 4, 200 Central Coast Hwy
Erina, NSW 2250

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Tracey has been my financial adviser for over 10 years, from when I worked full-time, through semi-retirement to full retirement. At each stage she has given me wise advice and outstanding care and attention, always explaining the strategies behind her advice. I recommend her without hesitation."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracy Dyer profile photo

Tracy Dyer responded on August 2020

"Thank you for your kind review Alan, I have enjoyed working with you over the years and look forward to working with you for many more."

5.00

"I have always received excellent advice from Tracy . Her professionalism , knowledge and experience has made me feel confident ."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracy Dyer profile photo

Tracy Dyer responded on August 2020

"Thank you for your kind words Val, I look forward to continuing to provide you with financial confidence and friendship for many more years to come."

5.00

"Tracy gives me ongoing advice in a caring manner and feel confident the advice given is suiting my needs in my retirement.."

  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracy Dyer profile photo

Tracy Dyer responded on August 2020

"Thank you for your kind words Wendy, I look forward to nurturing our friendship and continuing to provide you with advice that helps you enjoy your retirement."

5.00

"Tracy has given me advice in areas including superannuation and insurance policies. Tracy explains the policies to me in a clear and concise way. Through Tracy's knowledge and experience, I feel very confident that the advice given was right for my needs. Tracy will go above and beyond to make sure you receive the best possible outcome for all you needs."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracy Dyer profile photo

Tracy Dyer responded on August 2020

"Thank you for the lovely review, it's been a pleasure to assist you over the past years and I look forward to assisting in many more to come."

5.00

"If the sample review remains then that can be my review because I can't say it any better. What I can say is Tracy is an outstanding financial planner who truly cares about her clients in both matters of financial advice and real caring for the client as a person. I have seen Tracy in action and I believe she tries to treat all her clients Friends."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracy Dyer profile photo

Tracy Dyer responded on August 2020

"Thank you for taking the time to write such a lovely review, it's been absolute pleasure being your Adviser for all these years, you are not just a well loved client but a great friend."

Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Self Managed Superannuation Fund Adviser Education Program

Level
0 - Training / Exam / Other
Institution
Securitor Financial Group
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Tracy's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Tracy able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Tracy's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Tracy to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Tracy?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Tracy provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Tracy may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Tracy Dyer
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens