As a Financial Advisor, Tracee is invested in supporting her clients to achieve their financial and lifestyle goals with a personalised, strategic plan. Tracee takes time to understand every client’s individual situation and provides advice tailored to their personal needs designed to deliver confidence and peace of mind for the future.
Tracee engages with individuals, couples and business owners providing financial advice to address both their current and future needs. Tracee has expertise in budgeting, cashflow, debt management, investments, asset growth, insurance, retirement planning and superannuation.
Tracee is an authorised representative of Count Financial Ltd, Adviser Ratings 5 star Silver Adviser and Count Financial 2021 Excellence in Education Award winner.
Internally, Tracee is an engaged and integral part of our team. She has hosted several Money Management client webinars and is highly committed to her professional growth and development. After hours Tracee challenges herself with Muay Thai (Thai boxing), pilates and hiking and also enjoys crime fiction and exploring Victoria’s food scene.
Tracee speaks Mandarin, Cantonese and Bahasa Melayu.