Tracee Pang

O'Brien Accountants & Advisors

Silver
5 Yrs Experience
Ivanhoe, VIC 3079

As a Financial Advisor, I am invested in supporting my clients to achieve their financial and lifestyle goals. I take the time to understand every client’s individual situation first in order to provide a personalised, strategic plan tailored to their needs. Once in place this plan helps my clients feel confident about their financial situation and have peace of mind for the future.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
My fees
Get in touch

My firm charges a fixed dollar advice fee based on agreed scope of advice required by our client. All fees are agreed with our client prior to work commencement.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.97
  • Number of reviews 9
  • First year providing advice 2018
  • Years of experience 5
  • Highest qualification
    • Master of Professional Accounting
  • Language spoken
    • English

O'Brien Accountants & Advisors

Suite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079

Licensed by

Count Financial Limited

AFSL 227232