Tracey Mckenzie
Financial Adviser
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About
Tracey Mckenzie is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with personalised and strategic advice. With a career spanning over two decades, Tracey brings a wealth of knowledge and experience to every client interaction. She holds a Diploma of Superannuation Management from Macquarie University (1995), a Diploma of Financial Planning from Deakin University (2001), is a Certified Financial Planner with the FPA (2002), and completed a Graduate Diploma of Financial Planning from Kaplan (2022). As a proud member of the Financial Advice Association of Australia (FAAA), Tracey is committed to upholding the highest standards of professionalism and ethics. Tracey is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Tracey provides tailored strategies to help you protect your assets, grow your wealth, and secure your financial future. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning 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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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Tracey Mckenzie offer?
Tracey specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Tracey Mckenzie have?
Tracey holds a Diploma of Superannuation Management from Macquarie University, a Diploma of Financial Planning from Deakin University, is a Certified Financial Planner, and completed a Graduate Diploma of Financial Planning from Kaplan.
What is the process for becoming a client of Tracey Mckenzie?
The first step is to schedule an initial consultation. During this meeting, Tracey will discuss your financial goals, assess your current situation, and explain how she can help you achieve your objectives. Following this, a tailored financial plan will be developed to suit your needs.
How does Tracey Mckenzie stay updated with the latest financial regulations?
As a member of the Financial Advice Association of Australia (FAAA), Tracey is committed to ongoing professional development and stays informed about the latest industry changes and regulations through continuous learning and professional development activities.
What can I expect from working with Tracey Mckenzie?
You can expect personalised service, clear communication, and a commitment to helping you achieve your financial goals. Tracey will work closely with you to develop a tailored financial plan that aligns with your unique circumstances and aspirations.
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