Tracee Pang

Senior Paraplanner

About Tracee

As a member of the Financial Planning team, Tracee works closely with our Advisors to ensure the complexities of financial planning are addressed on behalf of our valued clients. An experienced Paraplanner, Tracee understands the importance of ensuring the compliance needs of our clients are met to deliver peace of mind and assurance.

Qualifications

  • Bachelor of Economics & Finance
  • Master of Accounting
  • Diploma of Financial Planning