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Tracey Kitson

Cairns Wealth & Insurance Pty Ltd

Silver
17 Yrs Experience
Cairns, QLD 4870

I grew up in Gladstone and started my career in the insurance industry with an Administration Traineeship with a Suncorp General Insurance Agent straight from school. From there, I completed my Diploma of Financial Services with a Financial Planning Firm. 4 years later, my partner and I moved to Mount Isa where we called home for next 13 years. I worked for a Financial Planning Firm where I completed my Advanced Diploma of Financial Planning. Here I found my passion for helping clients achieve their financial goals, protect their most important assets (their family), but also build strong trusting relationships to enable me to be there for my clients through the tough times when claims need to be made to ensure this time is as stress-free as possible.

As many have done before me, a short holiday to Cairns lead to a love affair with the region. The majestic rainforest surroundings and reef stole my heart and it wasn’t long before I trekked across the state to start the new chapter of my life with my family.

I have over 16 years’ experience as a Financial Planner and I am with you every step of the way throughout your lifetime. I take the time to listen to your needs and objectives and find solutions that you not only understand, but are comfortable with. I invite you to reach out to see how I can assist you in the planning and protection of your financial future. I provide advice on all forms of personal risk insurance (including buy sell, capital protection, keyman insurance), superannuation, investment advice, retirement planing etc, just to name a few. Please reach out if you want to have a chat.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

At a glance

  • Adviser status Silver
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Cairns Wealth & Insurance Pty Ltd

136 Mulgrave Road
Cairns, QLD 4870

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221