Tracey's Journey

Why did I become a financial adviser?

I started in the industry in 1985, working in various administration roles at National Mutual. My next position was in super fund administration, followed by roles in super consulting and education. During this time I completed my Diploma of superannuation management. The part I loved the most was the people I dealt with. Helping them with their options and to meet their goals really motivated me. I could see financial planning was where I wanted to work, and I commenced my Diploma of Financial Planning.

It is that perfect combination of using your technical skills, whilst being empathetic, practical and supportive that allows you to assist clients with their needs. Next to family and health, finances are the most important part of our lives, and it is genuinely rewarding to help clients meet their goals.


National Mutual logo

I started in the industry in an administration role with National Mutual in 1985, and over several years was promoted to senior clerk positions.

In 1988 I moved to Noble Lowndes, doing super fund administration and starting my Diploma in Superannuation Management. I was integral in moving the administration of clients to Melbourne and headed up that massive project.


Local Government Superannuation Board logo

I then spent several years working for the Local Government Superannuation Board, managing administration and insurance and member education. It was here, that I became passionate about helping the members with their goals and seeing the effects poor planning had particularly on women.

In 1995 I commenced working for an adviser, to start a corporate superannuation client base. I was responsible to the sales and advice, and grew the business to $200k turnover within 5 years, but was frustrated with the lack of flexibility, control and recognition.


After encouragement, in 2000, I started my own business working in a small office with a colleague. I have never looked back since. I could finally take control, make my own decisions, and not be told no.

It was an interesting time, presenting to company boards and winning business clients against male advisers, with much bigger companies than mine. I was confident, my skills were technically superior, and as a woman I had empathy and compassion when dealing with the members. Many of my clients have been with me since this time.


We changed dealer group in 2015, after our previous one had been sold. This highlighted a number of issues to me, and the direction I wanted for my business.

I have recently applied for and been granted my own AFSL, changing our brand and redefining our goals and aspirations. I couldn’t be prouder.