tracysqu

Financial Planner
Tracey commenced with Clare Financial Services in June 1999 as a Para-planner and general insurance salesperson.

She obtained her Diploma of Financial Services (Financial Planning) in 2007 and Advanced Diploma of Financial Services (Financial Planning) in 2012. Tracey is also a member of the Financial Planning Association of Australia Ltd.

Tracey continues to improve her knowledge and enjoys working with clients and building their trust to work towards achieving their goals.

Other roles Tracey is involved in is paraplanning, including developing modelling for individual clients.

When not at work, Tracey enjoys spending time with her family, playing tennis, umpiring netball, travelling, and being involved in her local community.

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