Tracey has over 35 years of experience in the financial services industry, having started with National Mutual in 1985. Tracey has held senior roles with Noble Lowndes (now Mercer) and the Local Government Superannuation Board, before starting her own business in 2000.
Tracey has achieved recognition as one of the few Advisers in Adelaide that specialise in Corporate Superannuation and holds a Diploma in Superannuation Management & a Graduate Diploma of Financial Planning. Tracey is a Certified Financial Planner (CFP), a member of the Financial Planning Association (FPA) & the Workplace Superannuation Specialists Australia (WSSA). Tracey has completed an Aged Care accreditation.
Tracey enjoys working with both private clients as well as employer groups. She has a loyal client base, some of whom have been clients since the 90's. In 2013, Tracey was nominated for the AFA Female Excellence in Advice awards & again in 2016.
Warwick has over 30 years experience in the financial services industry having commenced with AMP in 1987. He has held senior roles with AMP, Rothchild, Westpac and BT Financial Group and until recently was the State Manager SA/NT for Perpetual Investments. Warwick’s vast experience in the industry adds further expertise to our team. He advises employer groups and employees as well as servicing our private clients.
Warwick has completed his Graduate Diploma in Financial Planning. He is a member of the Financial Planning Association (FPA) & has passed the FASEA Code of Ethics exam in 2020.
Megan has worked in the Financial Services Industry since 2006 and has worked closely with Tracey throughout that time. Megan has completed her Graduate Diploma of Financial Planning. Megan is a member of the Financial Planning Association (FPA) & has passed the FASEA Code of Ethics exam in 2020 when she joined the Adviser team. Megan is now assisting Tracey and Warwick with client advice and strategy work.
Deanna has been with First Advice Solutions since 2014 having previously worked at Colonial First State. Now a mum of two boys, she works part time in our Client Services team, preparing client documents, working on projects and providing support to our advisers and clients alike.
Jo relocated to Australia from England with her family in 2009. Since arriving, she has worked in home loans, accounts, customer service and will occasionally pour wine at a winery! With a long Financial Services background, her previous UK work experience includes business finance, mortgage lending and banking.
Daniel is the newest member of the First Advice Solutions team, having joined as a part-timer in May 2022 whilst completing his Economics Degree at Adelaide University. Daniel will transition to a fulltime role within the team in early 2023. Daniel joins Jo & Deanna in the Client Services team, preparing our client documents, and providing support to our advisers and clients alike.