Financial Adviser
· WAYVILLE, SA
Tracey Boam
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002643
Tracey Boam is a financial adviser based in Wayville, South Australia, with 23 years of experience in the financial services industry. Tracey is currently authorised under Kaizen 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 Certified Financial Planner Certification Program from Financial Planning Association of Australia. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Services
ThreeSixty
2010
Certified Financial Planner Certification Program
Financial Planning Association of Australia
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities: Class of product only.
FINCHOICE PTY LTD
FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD
Source: ASIC Financial Advisers Register