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.
We loved meeting with Tracey as she explained everything in clear and everyday terms so both my husband and I could understand. This meant that we are now confident moving forward with our financial futures.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2004
- Years of experience 18
- Advanced Diploma of Financial Services (Financial Planning)
Gallagher Benefit Services Pty Ltd15 Isabel St
Toowoomba City, QLD 4350
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Gallagher Benefit Services Pty Ltd