Trace Grose

Gallagher Benefit Services Pty Ltd

Silver
18 Yrs Experience
Toowoomba City, QLD 4350

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Gallagher Benefit Services Pty Ltd

15 Isabel St
Toowoomba City, QLD 4350

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Gallagher Benefit Services Pty Ltd

AFSL 488001