Financial Adviser · WESTCOURT, QLD

Tracey Kitson

18 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000442287

Tracey Kitson is a financial adviser based in Westcourt, Queensland, with 18 years of experience in the financial services industry. Tracey is currently authorised under Alliance Wealth Pty Ltd. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Tracey 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Life Insurance Stream)

Australian and New Zealand Institute of Insurance and Finance

2008

ASIC RG 146 Tier 1 Compliance in Life Insurance and Superannuation

Australian and New Zealand Institute of Insurance and Finance

2013

Foundations of Financial Planning Course

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2018

Fellow Chartered Financial Practitioner (FChFP) Program

Association of Financial Advisers (AFA)

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Nov 2019 - Present Current

Not authorised to provide advice on Self-Managed Super Funds

AIW DEALER SERVICES PTY LTD

Feb 2018 - Nov 2019 Ceased

Not authorised to provide advice on Self-Managed Superannuation Funds

Charter Financial Planning Limited

Jul 2013 - Apr 2017 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Aug 2008 - Jul 2013 Ceased

Source: ASIC Financial Advisers Register