Biography

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.

My speciality

Wealth Management
Office Location
Findex Melbourne
Level 17, 181 William Street
Melbourne, VIC 3000
View on Map
Phone: (03) 9258 6700
Request a callback

Please leave your details and I'll get back to you