I always put 100% of my energy into everything I do, and have always loved a challenge of any kind. After school, I landed my first full time job in a small financial planning office in Brisbane's CBD. This first job, together with my thirst for knowledge, and my passion for being the best I could be, was the start of my professional financial planning career, and the first step toward my tertiary studies, and my qualification as a Certified Financial Planner in 2000.
As an experienced financial planner and company director, I have enjoyed working with the University of the Sunshine Coast as a sessional co-ordinator, teaching accounting and financial planning students, and relishing the opportunity to share my knowledge.
I have previously served as a Director of the Board of Management and a volunteer Surf Lifesaver, at Alexandra Headland Surf Lifesaving Club.
In an industry of ongoing and immense change, bringing forth many challenges, I am proud to remain one of the Sunshine Coast's most respected financial planners; and look forward to continuing to help Sunshine Coast families enjoy financial security.
I offer an initial complimentary meeting up to 45 minutes.
We had very little knowledge of how to set ourselves up for retirement. We were recommended to Tracey by a friend who is a client of hers, and found that she explained things very clearly to us. We feel Tracey is knowledgeable and trustworthy and that we are now well placed for our retirement.
I have many years with tracy.i find her honest, reliable, great at her job, and approachable. Sandra
I have confidently trusted Tracey to look after my financial affairs for 13 years. I am fully relaxed & happy that she has always done a great job. The most important thing in life is that one can trust the person who controls your future financial wellbeing.
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 1998
- Years of experience 25
- Graduate Diploma of Financial Planning
- Graduate Certificate in Business Administration
Coastal Financial AdvisersSuite 16, 72 Wises Rd
Buderim, QLD 4556
- 9:00am – 5:00pm Tuesday – Friday
- In person
- Video call
Putting Planning Into Practice Pty Ltd