Financial Adviser
· MELBOURNE, VIC
Tracee Huey Xin Pang
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270646
Tracee Huey Xin Pang is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Tracee is currently authorised under Capstone Financial Planning Pty Ltd. Tracee 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 from Financial Advice Association Australia. Tracee 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
2013
Bachelor of Business (Economics & Finance) (Applied)
RMIT University
2013
Income Tax Law (HBC616)
Swinburne University of Technology
2014
Graduate Diploma of Professional Accounting
Swinburne University of Technology
2014
Master of Professional Accounting
Swinburne University of Technology
2017
Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Economic and Legal Context for Financial Planning (FPC001B)
Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2022
Certified Financial Planner
Financial Advice Association Australia
2025
Margin Lending Specialist
Kaplan Professional
Registration History
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
Source: ASIC Financial Advisers Register