Tracey is a Senior Financial Adviser and Director of First Advice Solutions, she commenced her career in 1985. Tracey is passionate about helping clients identify, strive for and meet their short and long term goals. She attributes her success to creating lasting relationships built upon trust and honesty.
Tracey prides herself on having created a great team of staff, available to assist and support clients in their financial matters. They specialise in:
- Superannuation
- Transition to retirement
- Retirement and pension funds
- Investment advice
- Aged care advice
- Centrelink
- Life, disability and income protection insurance
- Estate Planning
- Cashflow management
Expertise
My fees
I offer a free initial consultation for potential new clients.
We are happy to provide clients with options in regard to ongoing fees
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 1985
- Years of experience 38
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
First Advice Solutions
Level 4, 431 King William StAdelaide, SA 5000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
First Advice Solutions
AFSL 484091
