Financial Adviser
· MELBOURNE, VIC
Tracey Pace
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284919
Tracey Pace is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Tracey is currently authorised under Apt Wealth Partners 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 from Financial Planning Association. 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business ( Financial Planning)
RMIT
2004
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional