Tracey Kloner

Experien Insurance Services Pty Ltd

Gold
11 Yrs Experience
Sydney, NSW 2000
I am a Senior Life Risk Insurance Specialist with over 23 years experience. I works with medical professionals to understand their risk exposures and develop strategies that are clear and easy to implement. I am  passionate about the work I do , and loves to use my insurance knowledge and financial understanding to develop successful insurance solutions for my clients. My career began in South Africa where I spent my early working life as an accountant and a private banker for companies such as Investec Bank and Nedbank Private Bank. In 1997 I made a career leap by starting up my own consultancy firm. I  built a successful business advising on private health insurance, investments, retirement and pensions funds, personal and business insurance and debt management. Upon moving to Australia I continued my career in the life insurance area, working for ClearView Wealth Management. I have been with Experien Insurance Services as a senior risk adviser for the past 8 years.  TRACEY KLONER                                                                    CFP, Dip FS, BCom (Hons) MBA

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Honours)
  • Language spoken
    • English

Experien Insurance Services Pty Ltd

Level 18, 167 Macquarie St
Sydney, NSW 2000

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

5.00
2 Reviews
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Tracey helped me find the perfect and tailored insurance for me and my family. She was always honest in her dealings and clear to explain the process. Also she has amazing commitment and if anything works too hard! She emailed me back within 30minutes one evening after work hours and sent a text message to let me know in case it went to junk inbox. I am very impressed and happy to have her in my corner for insurance purposes moving forwards in my life."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Tracey has been assisting me with my income protection and associated insurances since I entered private practice in 2012 and has since been invaluable in assisting me with two major health related claims that may have had a major negative impact on my and my family’s life were it not for her help. We owe a lot to her and would highly recommend her services."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Insurance Protection

Qualifications & Training

Bachelor of Commerce (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of South Africa
Completed
1995

Advice in Life Insurance

Level
0 - Training / Exam / Other
Institution
AAMC Training Group
Completed
2009

Advice in Superannuation and Managed Investments

Level
0 - Training / Exam / Other
Institution
AAMC Training Group
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2009

Advice in Derivatives and Securities Skill Set

Level
0 - Training / Exam / Other
Institution
AAMC Training Group
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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