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Tracey Pace

Financial Adviser

Apt Wealth Partners
Melbourne, VIC 3000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Tracey Pace is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a Bachelor of Business (Financial Planning) from RMIT (2000) and certification as a Certified Financial Planner (FPAA, 2004), Tracey brings over two decades of experience and a commitment to ethical and professional advice, reinforced by her ongoing education, including Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). As a proud member of the Financial Advice Association of Australia (FAAA), Tracey adheres to the highest standards of the industry. Tracey is authorized to provide advice on a wide range of financial products, ensuring comprehensive solutions tailored to your unique needs. This includes superannuation, insurance, wealth management, and retirement planning. • Superannuation advice to grow your retirement nest egg • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to build long-term financial security • Expert retirement planning to ensure a comfortable future • Investment Life Insurance and Life Risk Insurance advice to protect your assets • Securities and Government Debt Securities advice to diversify your portfolio • Advice for Retirement Savings Accounts to make the most of your savings 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement income planning Wealth accumulation Risk management Insurance solutions Investment strategies

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000436121

Verify on ASIC Register

Authorised Representative Number

000284919

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Tracey Pace offer?

Tracey Pace specialises in superannuation advice, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Tracey Pace hold?

Tracey holds a Bachelor of Business (Financial Planning) from RMIT and is a Certified Financial Planner with the Financial Advice Association of Australia (FAAA).

How does Tracey Pace approach financial planning?

Tracey takes a client-focused approach, working closely with you to understand your financial goals, assess your current situation, and develop a tailored strategy to help you achieve your objectives.

What can I expect during my first meeting with Tracey?

During your initial consultation, Tracey will discuss your financial situation, goals, and any concerns you may have. This meeting is an opportunity to get to know each other and determine how Tracey can best assist you.

Is Tracey Pace a member of any professional associations?

Yes, Tracey is a member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.

Get in Touch

Contact Tracey directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.