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:
- Transition to retirement
- Retirement and pension funds
- Investment advice
- Aged care advice
- Life, disability and income protection insurance
- Estate Planning
- Cashflow management
We are happy to provide clients with options in regard to ongoing fees
We have been seeing Tracey for over 20 years and I have never questioned why we see her, I have never left her office wondering what she was actually saying. I trust her 100% and have recommended her without hesitation.
Tracey has been my financial adviser for way over a decade. This, in itself, speaks volumes in regards to the trust I have in her financial knowledge. Tracey is extremely professional - whenever I have an appointment with her she is always well prepared and ensures that I understand what has been discussed before I leave. I can't recommend her highly enough.
Tracey has been our adviser for nearly twenty years and we could not be happier, recommending her to a number of friends and family who have since become very happy clients. Tracey's knowledge in all financial areas is matched only by her welcoming, encompassing manner treating her clients as family and making us all feel highly valued. Especially gratifying is Tracey's forward thinking in becoming specialized in advising in areas such Aged Care which is inordinately complex and we are immeasurably relieved to have had not only her advice and guidance, we have also been saved from dealing with the on-line forms. I think it is fair to say we would not have our current lifestyle were it not for Tracey's input and her specialized advise based on our lifestyle and investment predilections. We feel privileged and fortunate to have had Tracey's expert guidance so readily available and will never be able to fully express our gratitude to her.
Tracey is a clear communicator, in a field full of jargon and complexity. I'm grateful for the times she has had to re-explain concepts or advice because I didn't take it all in the first time around. And she has been willing to listen to my concerns as investment conditions changed, and to adjust our financial strategy as my perception (right or wrong) of risks changed. I certainly feel that she has our best interests at heart.
Tracey was very methodical and caring. Thank you Tracey.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 1985
- Years of experience 38
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
First Advice SolutionsLevel 4, 431 King William St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
First Advice Solutions