Tracey Ferguson

Coastal Financial Advisers

Platinum
24 Yrs Experience
Maroochydore, QLD 4558

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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

I offer an initial complimentary meeting up to 45 minutes.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 23
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Business Administration
  • Language spoken
    • English

Coastal Financial Advisers

59 Maud St
Maroochydore, QLD 4558

Opening hours

  • 8:30am – 4:30pm Monday – Friday

Meeting methods

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

Licensed by

Putting Planning Into Practice Pty Ltd

AFSL 529426