Data sourced from ASIC Financial Advisers Register
Financial Adviser · ERINA, NSW

Tracy Michelle Dyer

ERINA, NSW
27 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004647
Practice
Element Wealth Solutions
Erina, NSW (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Tracy Michelle Dyer

Tracy Michelle Dyer is a financial adviser based in Erina, New South Wales, with 27 years of experience in the financial services industry since 1999. Tracy works at Element Wealth Solutions, which is licensed through Capstone Financial Planning. Tracy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracy's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Tracy is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2009
SMSF Adviser Education Program
Securitor
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Nov 2018 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Jan 2016 - Nov 2018 Ceased
Westpac Banking Corporation
Feb 2004 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register