II have been working in the banking and finance industry since 2004, starting at a local branch when my family moved to Albany. I then joined FSS Financial Super Solutions as a Practice Manager and support officer. I have completed my Graduate Diploma of Financial Planning with Griffith University, and am now working towards my Masters of Financial Planning. My goal is to help you reach your goals by focusing on holistic advice and using a broad range of financial strategies that empower you to make informed decisions.
Tracey has given excellent advice and before I went with Tracey I did research on other Financial Planners in the town and Tracey Exceeded my expectations in recognizing my goals Tracey understood what I wanted and what I needed in the area of Super Retirement and Centrelink
Tracey has high integrity and is client focused. Tracey recognises and aspires to assist me with my individual goals. Tracey is an absolute gem, nothing is ever a bother, she responds to queries on the same day. I have complete confidence that Traceys skill set suits my needs. Tracey is calm, and appears to “know her stuff”.
Tracey has given me advice in the area of Investment, Pensions and Centrelink. Tracey was able to explain things to me in a way that we can understand, Tracey knew what we were after and was happy to suggest other strategies to help us with Centrelink income, I feel very confident the advice given to me will meet my goals.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Approved Financial PlannersSuite 7, 437 Cambridge St
Floreat, WA 6014
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Approved Financial Planners