She has worked in the Financial Services industry since 2002 and brings more than two decades of experience helping clients navigate important financial decisions.
She holds a BA (Hons) in Finance and Law and the Diploma in Financial Planning. Tracy advises both private and corporate clients across a wide range of financial planning needs, combining technical expertise with a practical and approachable style.
Tracy is passionate about helping clients make sense of complex financial matters and building long-term relationships based on trust and understanding. She works closely with clients to provide ongoing guidance and adapt plans as circumstances change, helping them stay on track to achieve their goals with confidence.