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Traci Bartlett

Regional Prosperity Financial Advice Pty Ltd

Silver
32 Yrs Experience
Colac, VIC 3250

Experienced CFP of 30 years, with a demonstrated history of working in the Financial Planning profession, providing quality advice to clients at all stages of their financial journey.

I’m caring and compassionate and my main goal when working with clients is to take away the worry or anxiety they feel around their financial future and build a long-standing supportive relationship to help them achieve all of their goals - whatever life throws at them.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

We do things differently to many advice practices and spend some time getting to know our client and their needs upfront before fees come into things. After we have collected data and discussed possible solutions over a couple of meetings, we present our clients with a fixed price quote - for both upfront and ongoing advice.

At a glance

  • Adviser status Silver
  • First year providing advice 1994
  • Years of experience 32
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Regional Prosperity Financial Advice Pty Ltd

39 Gellibrand St
Colac, VIC 3250
Level 1, 6 Whart St East
Queenscliff, VIC 3225
103 Corio St
Geelong, VIC 3220

Meeting methods

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

Licensed by

Personal Financial Services Limited

AFSL 234459