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 4.85
  • Number of reviews 23
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • 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

4.85
23 Reviews
5
4
3
2
1
4.75
Clear communication
4.75
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 23

Sort by

5.00

"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."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have many years with tracy.i find her honest, reliable, great at her job, and approachable. Sandra"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Ferguson profile photo

Tracey Ferguson responded on October 2015

"Hi Sandra Thanks so much for your review - it's most appreciated! Cheers Tracey"

5.00

"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."

  • Government Assistance
  • Superannuation
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Ferguson profile photo

Tracey Ferguson responded on October 2015

"Hi Frank Thanks so much for your kind review. It's been a pleasure working with you over the years, and I look forward to doing so for many years to come! Cheers Tracey"

5.00
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Ferguson profile photo

Tracey Ferguson responded on October 2015

"Hi Chris Thanks so much for your review. It's great to be working with you as a new client, and fantastic to see how satisfied you are with what we've achieved so far. Cheers Tracey"

5.00

"Very knowledgeable, explains things clearly, always available to answer any queries we have, we are 100% happy with Tracey and her staff."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Ferguson profile photo

Tracey Ferguson responded on October 2015

"Hi Lois Thank you so much for your kind review. I genuinely value my relationship with you and Vic, and I look forward to continuing to work with you for many years to come! Cheers Tracey"

5.00

"Great advisor and nice person and I would recommend here to anyone."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Tracey Ferguson profile photo

Tracey Ferguson responded on October 2015

"Hello Hans Thanks to you and Ria for your kind review. It's most appreciated. I look forward to continuing to work with you for many years! Cheers Tracey"

5.00

"Tracey has helped me increase my super and personal investments at a rate i am very happy with. She has also helped me understand the positives and negatives of different options."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 23

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

ASX Listed Products Accreditation (LPAC)

Level
0 - Training / Exam / Other
Institution
LPAC Online
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2017

Graduate Certificate in Business Administration

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of the Sunshine Coast (USC)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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