Hi, I am Tracey but everyone calls me Trace. I commenced my financial planning career in 2000 as an admin support officer to a principal advisor. This is where my passion started. I thoroughly enjoyed seeing how informed and personalised advice could change people’s lives. From retiring early to the huge impact an insurance claim can have on a family’s life, I knew this is what I wanted to do.
Since then, I have completed my financial planning education and provided guidance for wealth creation, protection and preservation for hundreds of clients.
While ‘Financial Planner’ is a great title, the title I am most proud of is ‘Mum’. In fact I have triplet boys who keep me on my toes. Being a mum of triplets, I have learned what it means to be resilient, focused and organised. Raising my boys has shown me just how driven I am when it comes to something I love and am passionate about.
As a Toowoomba local, there is nothing I enjoy more than seeing people in my community living their best lives. It is my aim to build genuine, long-term relationships with my clients whilst providing them with advice for different stages of life.
My niche however is working with people during their pre-retirement and retirement years. I am not sure if it is my jealousy that these clients are hanging up the tools to enjoy the slower side of life (remember I am raising three teenage boys) but, there is simply nothing better than seeing my clients financially comfortable and thriving in their retirement.
So, if I sound like someone you resonate with, I am always available on my mobile… I look forward to helping you live your best life.
Trace is truly a delight to deal with. Her knowledge and professionalism are a stand out. I would highly recommend Trace to anyone who is searching for financial advice on any level.
Trace was well prepared for our first meeting, knowledgeable and straight forward. I was very impressed with her professionalism.
I have had Tracey looking after my finances for a number of years and I have always found her to be very honest, truthful and a pleasure to deal with. I would highly recommend Tracey to anyone needing financial help and advice.
We have known Tracey for a number of years now and she has always been willing to help and guide us in a very helpful and professional way. We fully intend to continue our excellent business relationship with Tracey. Thank you Tracey. We have recommended Tracey to several people already, and know of one that has taken her advice and was very happy with her advice.
We have had Tracey looking after our finance for quite a number of years now, with the exception of a short period of time where she left the previous firm we were with, but we went looking for Tracey again when our new financial adviser did not want to look after our business. Tracey is great at her job and we would highly recommend her to anyone needing a good financial adviser.
- Adviser status Silver
- Number of reviews 6
- First year providing advice 2004
- Years of experience 19
- Advanced Diploma of Financial Services (Financial Planning)
Gallagher Benefit Services Pty LtdUnit 2, 4 Tourist Rd
East Toowoomba, QLD 4350
- 8:00am – 4:00pm Monday – Friday
- In person
- Video call
Gallagher Benefit Services Pty Ltd