Tracey Ferguson
Financial Adviser
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About
Tracey Ferguson is an ASIC-registered financial adviser based in Maroochydore, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Tracey holds a Graduate Diploma of Financial Planning from Kaplan Professional, along with a Graduate Certificate in Business Administration from the University of the Sunshine Coast. Her commitment to ongoing professional development is demonstrated through certifications in Self Managed Superannuation Funds, Ethics and Professionalism in Financial Advice, and ASX Listed Products Accreditation. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner, Tracey adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Tracey is passionate about providing clear, straightforward advice to help clients navigate the complexities of the financial landscape. She focuses on building long-term relationships based on trust and a deep understanding of her clients' unique circumstances. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Tracey today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Tracey Ferguson offer?
Tracey provides advice on superannuation, retirement planning, wealth management, insurance, and investments. She can help you create a comprehensive financial plan tailored to your individual needs.
What qualifications does Tracey Ferguson have?
Tracey holds a Graduate Diploma of Financial Planning, a Graduate Certificate in Business Administration, and certifications in Self Managed Superannuation Funds, Ethics and Professionalism in Financial Advice, and ASX Listed Products. She is also a Certified Financial Planner with the FAAA.
How does Tracey Ferguson develop a financial plan for her clients?
Tracey starts by getting to know her clients' financial situation, goals, and risk tolerance. She then develops a personalised financial plan that addresses their specific needs and helps them achieve their objectives. She reviews and updates the plan regularly to ensure it remains aligned with their evolving circumstances.
What can I expect during my first meeting with Tracey?
During your first meeting, Tracey will discuss your financial goals and current situation. She will explain her approach to financial planning and answer any questions you may have. This initial consultation helps determine if her services are a good fit for your needs.
Why should I choose a Certified Financial Planner like Tracey Ferguson?
A Certified Financial Planner (CFP) designation signifies that Tracey has met rigorous education, examination, and experience requirements. As a CFP, Tracey adheres to a strict code of ethics and is committed to providing competent and ethical financial advice.
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