Tracey Kloner

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