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
Expertise
My fees
We are happy to discuss alternative fee arrangements for clients looking for long term advice strategies.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 6
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Gallagher Benefit Services
Unit 2, 4 Tourist RdEast Toowoomba, QLD 4350

Opening hours
- 8:00am – 4:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gallagher Benefit Services
AFSL 488001
