Tracey has been working in the financial services industry since the late 1990s. Joining Apt Wealth Partners from Semaphore Private in January 2020 following a merger of these businesses, Tracey enjoys the long-standing client relationships she has developed over an extended period of time. Seeing individuals reach, and often exceed, their planned goals is most rewarding. Guiding and supporting clients when plans go “off script” is where Tracey believes great advisers show their worth.
Tracey holds a Bachelor of Business (Financial Planning) and is also a Certified Financial Planner® professional with the Financial Planning Association of Australia (FPA). Additionally, she has completed all FASEA (Financial Adviser Standard and Ethics Authority) compulsory education requirements.
Tracey loves spending time with her family, is an amateur baker, and tries to regularly extend her “planning” skills to travel-related tasks.