Financial Adviser · BRISBANE CITY, QLD

Tracey Norris

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001302

Tracey Norris is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry. Tracey is currently authorised under Pitcher Partners Wealth Management Pty Ltd. Tracey holds authorisations to advise on superannuation and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from James Cook University. Tracey is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments

Authorised to provide tax financial advice services

Qualifications and Training

1991
Bachelor of Commerce
James Cook University
2004
Associate Diploma of Superannuation Management
Macquarie Uni
2005
Policy Statement 146
Quantum
2006
Advanced Diploma of Financial Services (Superannuationi)
ASFA
2013
Accredited SMSF Association Specialist Course
CAANZ/UNSW
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Superannuation and Retirement Advice
Regulation & Legal Obligations - Kaplan

Registration History

Mar 2015 - Present Current

Source: ASIC Financial Advisers Register