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.
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.
Tracee has been very helpful throughout the whole process and has always helped me with any questions I have had. Tracee is easy to talk to and very approachable.
Both Norma and Charles have been very impressed with Tracee, her excellent advice and prompt clear communication has made it easy for our transition to O'Brien's.
We met Tracee to discuss our future financial plans as we had just received an inheritance and wanted to know the best way of investing for our future, being both retiree's. Tracee was extremely kind, knowledgeable and patient, offering sound advice. This took the form of personal, as well as, zoom meetings to establish a solid financial understanding of our needs and expectations. Nothing was rushed, often, concepts would be revisited and re-explained. We cannot fault her professional approach at all and feel very comfortable with Tracee's experience and handling of our financial affairs now and in the future.
Tracee has assisted us to plan in the long term for retirement. She has helped us to devise strategies and options that take into account the possible changes to work and personal circumstances. Tracee is a delight to work with.
Tracee was extremely easy to talk to about my finances, and showed a level of personal care about my situation which inspired great confidence in her expertise. Her manner and explanations we're excellent.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2018
- Years of experience 5
- Master of Professional Accounting
O'Brien Accountants & AdvisorsSuite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079
Count Financial Limited