Tracee Pang

ARA Financial Planning

Gold

8 Yrs Experience

Melbourne, VIC 3000

About Tracee
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

As a Financial Advisor, I am invested in supporting my clients to achieve their financial and lifestyle goals. I take the time to understand every client’s individual situation first in order to provide a personalised, strategic plan tailored to their needs. Once in place this plan helps my clients feel confident about their financial situation and have peace of mind for the future.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Budgeting

My firm charges a fixed dollar advice fee based on agreed scope of advice required by our client. All fees are agreed with our client prior to work commencement.

5.00 July 2025

Tracee is a very good communicator and quick with responses to questions. We feel very confident with her advice and highly recommended her.

5.00 June 2025

Tracee demonstrates a high level of professionalism and is able to explain complex matters when it comes to making financial decisions. Her communication is always clear and, importantly, she always responds to questions promptly.

5.00 December 2024

Extremely good communicator with excellent knowledge in all areas of financial advice.

5.00 November 2024

Tracee is very professional and knowledgeable and we have been very happy with the advice she has provided to us.

5.00 September 2024

Tracee has always been accessible, responsive and thorough. Apart from acting on our needs she has identified what may also be in our best interests. She has also communicated relevant options so we can easily understand then.

Adviser status Gold
Rating 4.98
Number of reviews 14
First year providing advice 2018
Years of experience 8
Highest qualification
- Master of Professional Accounting
Language spoken
- English

ARA Financial Planning

Level 3, 140 Bourke St
Melbourne, VIC 3000

Capstone Financial Planning Pty Ltd

AFSL 223135

Tracee Pang

ARA Financial Planning

Expertise

My fees

Recent reviews

At a glance

ARA Financial Planning

Licensed by

Capstone Financial Planning Pty Ltd