Tracey Burns

Senior Partner


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 Specialities

Wealth Management
Office Location
Findex Ballarat
L2, 909 Sturt Street
Ballarat, VIC 3350
View on Map