Tracee Pang

O'Brien Accountants & Advisors

Gold

6 Yrs Experience

Ivanhoe, VIC 3079

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As a Financial Advisor, I am invested in supporting my clients to achieve their financial and lifestyle goals. I take the time to understand every client’s individual situation first in order to provide a personalised, strategic plan tailored to their needs. Once in place this plan helps my clients feel confident about their financial situation and have peace of mind for the future.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Cashflow & Income
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Budgeting

My firm charges a fixed dollar advice fee based on agreed scope of advice required by our client. All fees are agreed with our client prior to work commencement.

5.00 December 2024

Extremely good communicator with excellent knowledge in all areas of financial advice.

5.00 November 2024

Tracee is very professional and knowledgeable and we have been very happy with the advice she has provided to us.

5.00 September 2024

Tracee has always been accessible, responsive and thorough. Apart from acting on our needs she has identified what may also be in our best interests. She has also communicated relevant options so we can easily understand then.

5.00 September 2023

Tracee has been very helpful throughout the whole process and has always helped me with any questions I have had. Tracee is easy to talk to and very approachable.

5.00 March 2023

Both Norma and Charles have been very impressed with Tracee, her excellent advice and prompt clear communication has made it easy for our transition to O'Brien's.

Adviser status Gold
Rating 4.98
Number of reviews 12
First year providing advice 2018
Years of experience 6
Highest qualification
- Master of Professional Accounting
Language spoken
- English

O'Brien Accountants & Advisors

Suite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079

Count Financial Limited

AFSL 227232

Tracee Pang

O'Brien Accountants & Advisors

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O'Brien Accountants & Advisors

Licensed by

Count Financial Limited