Financial Adviser
· BRISBANE CITY, QLD
Tracey Norris
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
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
Source: ASIC Financial Advisers Register