Tracee Pang

O' Brien Accountants & Advisors

Silver
4 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 4.95
  • Number of reviews 6
  • First year providing advice 2018
  • Years of experience 4
  • 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

4.95
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"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."

  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Tracee shows her profession in assisting us, and is able to provide updates in time. Highly recommend her !"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracee has looked after me and my wife with setting up an investment portfolio . Tracee very carefully explained to both of us what was involved . We both have the upmost confidence in Tracee looking after our investment as she comes across in a very professional manner."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracee has given me advice in areas including Investment Property and Retirement Plans. Tracee was able to explain things to me in a clear way. Through Tracee's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Tracee's full care and attention when I needed it. Any questions I have are answered quickly and professionally."

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

"We felt Tracee completely understood our needs and requirements for future planning. She related to us very well and we felt at ease knowing she had excellent expertise in advising us."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

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

Qualifications & Training

Master of Professional Accounting

Level
9 - Masters Degree
Institution
Swinburne University of Technology
Completed
2014

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Bachelor of Business (Economics and Finance)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2013

Introduction to Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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