Excellence in Education Award

We are delighted and very proud to share that Tracee Pang, O’Brien Financial Advisor, has been announced as the winner of the Count Financial Excellence in Education Award.

In congratulating Tracee, Nellie Fung, O’Brien Director and head of Financial Planning, commented;

“Tracee is a top quality financial planning team member who has helped us exceed compliance requirements and deliver high quality client service since she joined our firm in 2019. She is a team player and always willing to go above and beyond what’s expected of her role. Congratulations Tracee for the Excellence in Education award, very well-deserved.”

Tracee thanked her O’Brien colleagues and firm Principals for their support and encouragement during her time at O’Brien’s saying;

“The opportunity to learn new things in this industry is what attracted me to pursue a career in Financial Planning. It’s a privilege to be working with a business and licensee that values learning and education. I am honoured to be the winner of this award.”

In selecting award winners the Count Financial panel considered criteria including evidence of having passed the Financial Adviser Standards and Ethics Authority (FASEA) exam, commitment to the FASEA education pathway and further professional development which Tracee has demonstrated by completing a Graduate Diploma of Financial Planning. Along with her Bachelor of Economics & Finance and Master of Accounting, Tracee has demonstrated a strong commitment to continual development of her knowledge in her chosen industry.

In announcing the awards, Andrew Kennedy, Chief Advice Officer, Count Financial noted that it can be incredibly challenging to meet client expectations whilst also studying and managing the pressures of advice, saying “Congratulations Tracee, a tremendous effort.”

Tracee is a highly valuable member of our team and we congratulate her on this outstanding achievement. We also acknowledge the award winners in other categories and congratulate their respective firms within the Count Financial network.

Read more about Tracee here and learn more about our Financial Planning service here.