Tracey Burns

B. Bus (acc) CPA

Adviser

Tracey has been working in various financial planning roles since 1997. Her professional qualifications include a Bachelor of Business (Accounting) and status as a Certified Practicing Accountant.

Tracey is able to provide aged care and salary packaging advice, as well as strategic risk management, investment, estate and retirement planning advice, including the establishment and management of self-managed Superannuation funds. In addition, she can work with you to establish appropriate investment trading structures for both asset protection and tax planning purposes.

Tracey believes in building a long-term relationship with her clients and understands the need to provide a value oriented, holistic financial planning service to achieve their lifestyle and financial objectives.

All recommendations are based upon an analysis of your needs, objectives and personal circumstances. Alternatively, you may also instruct Tracey to purchase for you particular products or investments that you have chosen without our advice.

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"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes

"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns

"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty

"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns

"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives

"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson

"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty