Meet the Team
Tracey McKenzie
Managing Director/Financial Adviser – Graduate Diploma of Financial Planning, CFP
With over 40 years of experience in financial services, Tracey is a highly respected adviser and a leading specialist in retirement planning and age care advice. She is one of the few advisers in Adelaide to hold both a Diploma in Superannuation Management and a Graduate Diploma of Financial Planning and is also a Certified Financial Planner (CFP®)- the highest certification in the profession. Tracey is also a member of the Financial Advice Association of Australia (FAAA). In addition, she holds formal accreditation in aged care advice, enabling her to support clients through critical life-stage transitions.
Tracey’s depth of knowledge and commitment to long-term client relationships have earned her a loyal client base, with some relationships spanning back to the 1990s. Her advice is trusted, practical, and deeply valued by individuals and businesses alike.
Megan Biar
Director/Financial Adviser
Graduate Diploma of Financial Planning
Megan Biar began her career in financial services in 2006, starting in client service before becoming a qualified financial adviser in 2018. With nearly two decades of experience in the financial industry, Megan has developed a deep understanding of financial planning. As Director, she’s committed to helping clients navigate their financial goals with confidence. Outside of work, Megan enjoys river days with her family, watching her kids play sport and volunteering on her local Amateur football club committee, Henley Sharks.
Deanna Ryder
Paraplanner
Deanna joined First Advice Solutions in 2014 and has developed in her role in client services to now being our paraplanner. She supports advisers by preparing financial strategies, conducting research, overseeing implementation and ensuring compliance. Deanna is a mum of two boys and enjoys yoga in her spare time.
Catherine McLeod
Financial Adviser
BCom, Graduate Diploma of Financial Planning
With more than 30 years’ experience in financial services, Catherine is passionate about helping clients achieve their financial goals. She holds a Bachelor of Commerce and completed her Graduate Diploma of Financial Advice in 2025. Catherine builds strong client relationships and helps people make informed decisions about their financial future. Her approachable style and industry experience ensure clients feel supported throughout the process. Outside of work, Catherine enjoys travelling and skiing with her husband.
Caren Goode
Client Services Manager/PY Candidate
MCom, Graduate Diploma of Financial Planning
Caren transitioned into the financial services industry in 2023 after a 20-year career in marketing. Caren leads our Client Services team, ensuring a seamless and efficient advice process for clients. Having recently completed her Graduate Diploma of Financial Planning, Caren has commenced her Professional Year(PY) on the pathway to becoming a Financial Adviser. Outside of work, Caren enjoys spending time with her family and dog.
Kim Kilpatrick
Client Services
Kim is passionate about providing outstanding client service and helping clients feel supported every step of the way. She plays a key role in delivering a seamless client experience, providing valuable administrative support and assisting the team across a range of client service activities. Outside of work, Kim enjoys running, travelling and spending time with family and friends.
