With more than fifteen years of experience in Client Service roles in the financial services sector, a diploma in Financial Planning and a Bachelor of Science majoring in Business Administration.
Tracey has worked across customer service and fund, claims, insurance, superannuation, and investment administration roles and brings a wealth of knowledge and expertise to her role as a Client Service Manager.
Working closely with advisors, Tracey enjoys getting to know clients and building relationships founded on trust, shared values, and attention to detail.
Outside of work, she enjoys food, travel and spending time with family & friends.
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