Tracey Briggs

The Investment Collective

Silver
4 Yrs Experience
Camberwell, VIC 3124

Recent reviews

The Investment Collective

Level 1, 4 Prospect Hill Rd
Camberwell, VIC 3124

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 11
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Licensed by

Cip Licensing Limited

AFSL 471728

4.85
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"I find Tracey very easy to work with. She is clear in her advice and explanations and will consider issues I may not have thought of."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Since taking us on as clients, Tracey has proven both enormously capable and extremely easy to get on with. Her friendly, upbeat manner, coupled with her command of all aspects of our portfolio, is both reassuring and a great pleasure."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The sample review above is NOT based on my answers. Tracey has given me advice in areas including management of share portfolio within superannuation accounts and planning. I always received Tracey's full care and attention when I sought it. I very completely confident that the advice given is right for my currrent and ongoing needs, and I would certainly recommend Tracey as an adviser to someone seeking help with financial management."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'Tracey has given me advice including shares, superannuation and tax. Tracey was always able to explain things to me in a clear way. She always responds promptly and in sufficient detail. Through Tracey's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Tracey's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks Tracey for your ongoing support to our needs. You listen, explain your reasoning and are available for continued guidance."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Six months ago I was graciously offered the opportunity to become one of Tracey's clients. I'm very glad that I accepted for I haven't had to worry about my finances. Nor has my daughter had to worry. Our review meeting this afternoon was almost redundant because Tracey (and The Investment Collective) have always kept me up to date about suggested readjustments to my retirement savings through these troubling times and always explained clearly the reasons for the adjustments to my share portfolio (in particular). I am, therefore, very grateful for Tracey's professionalism."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey is able to provide a broad range of advice from high level superannuation strategy through to detailed advice on specific investments. Tracey also has access to considerable resources and support from within her organisation. We also appreciate Tracey’s great eye for detail and following through. We are very comfortable in following the advice that Tracey provides."

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey assists us with our financial needs, both for now and into the future, from maximising superannuation, share and portfolio investments, insurance cover and property advice. Not only is Tracey experienced and responsive, but she also works with an experienced team and we feel very confident with the advice, recommendations and service we receive from Tracey."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey has advised me on all manner of investment and taxation matters and, as someone who needs things explained to me very carefully, she has always been very clear and realistic about strategies and projected outcomes. I wouldn't hesitate to recommend her to anyone."

  • Superannuation
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
3.75

"As we have only had 2 meetings with Tracey, it is a little hard to review fully. Tracey has been very friendly and helpful. As an old fart, I tend to forget to write clear notes and dates (at or after meetings) but Tracey has been happy to look things up for me. She is part of a team with whom we have been involved as clients for a long, long time. So we trust the whole team. She is a very cheerful and happy adviser (even on Zoom, a rather disconcerting medium ). We look forward to using Tracey's knowledge, friendship and good recommendations well into the future."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2018

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Nelson Mandela University
Completed
1992

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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