Director - Superannuation Services
07 3222 8444Get in touch
Tracey has a variety of experience that allows her to understand the bigger picture when advising clients on superannuation issues and providing commercial outcomes. She has worked with various industries supplying general taxation advice to small business' before specialising in self managed super funds (SMSF's). This experience allows her to provide good strategic outcomes when combined with our business services advisors.
Tracey's wealth of experience in the SMSF market combined with her passion to deliver a personalised service means she will work closely with you to deliver advice and service that meets your needs now and serves you well into the future.
- High Wealth Individuals and Family Groups
- Medical Practitioners
- Motor vehicle industry
- Self managed superannuation funds
Memberships & Qualifications
- Advanced Diploma of Financial Services (Superannuation)
- Bachelor of Commerce (JCU)
- Member of the Institute of Chartered Accountants in Australia (ICAA)
- Fellow - Institute of Chartered Accountants in Australia
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