- About Us
Tracey’s experience spans over 25 years in banking and financial services including 15 years working with national Financial Planning Licensees.
Tracey has developed a unique set of skills, systems and processes specifically designed to assist financial planning businesses to maintain great client relationships and deliver quality service. She is also an excellent communicator with proven ability to maintain positive, professional relationships with clients as well as internal stakeholder relationships.
Tracey prides herself on delivering a quality service experience and strives to build trust and long-term relationships for all clients.
Tracey holds a Commerce degree and Diploma of Financial Services (Financial Planning).
Outside of her work life, Tracey has a love of discovering new recipes to cook for her family and friends and enjoys watching her two sons play basketball.