Tracey Corbett

Approved Financial Planners

Bronze

6 Yrs Experience

Floreat, WA 6014

About Tracey
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

II have been working in the banking and finance industry since 2004, starting at a local branch when my family moved to Albany. I then joined FSS Financial Super Solutions as a Practice Manager and support officer. I have completed my Graduate Diploma of Financial Planning with Griffith University, and am now working towards my Masters of Financial Planning. My goal is to help you reach your goals by focusing on holistic advice and using a broad range of financial strategies that empower you to make informed decisions.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2021

Tracey has given excellent advice and before I went with Tracey I did research on other Financial Planners in the town and Tracey Exceeded my expectations in recognizing my goals Tracey understood what I wanted and what I needed in the area of Super Retirement and Centrelink

5.00 November 2021

Tracey has high integrity and is client focused. Tracey recognises and aspires to assist me with my individual goals. Tracey is an absolute gem, nothing is ever a bother, she responds to queries on the same day. I have complete confidence that Traceys skill set suits my needs. Tracey is calm, and appears to “know her stuff”.

4.25 November 2021

Tracey has given me advice in the area of Investment, Pensions and Centrelink. Tracey was able to explain things to me in a way that we can understand, Tracey knew what we were after and was happy to suggest other strategies to help us with Centrelink income, I feel very confident the advice given to me will meet my goals.