I am the owner and senior adviser of my financial advice business which is part of the First Advice Solutions group. I founded my business in 2000 and many of my clients have been with me since the 1990’s. There are now 5 in our team.
I love running my own business, the flexibility it gives to me and my staff. I’m inspired by my clients and their dreams and goals and their willingness to trust me and to work with me to achieve success. Our industry is an ever changing profession, and we have had to adapt and change constantly. I am most proud of my team and the business we have built together.
I have been recognised as an expert in the field of Corporate Superannuation and Retirement Planning and have spoken at many events nationally on a range of topics. I have also been the South Australian representative on several adviser panels. As a CFP I also provide full financial planning services, and have a rapidly growing client base.
I am passionate about assisting women with having their own financial security. Together with my staff, we enjoy the relationships we have with our clients, and as such have a high referral rate.
First Advice is committed to our clients and our communities – we regularly choose charities to support and are part of the Cancer Council SA Pro Bono program, I am a finalist in the FPA Community Service Award 2020, First Advice Solutions won the 2017 Centrepoint Alliance Firm of the year and 2019 IOOF Alliance Firm of the year.
In terms of Qualifications: I am a Certified Financial Planner (CFP) and have a Diploma of Financial Planning and Diploma of Superannuation Management. I have passed the FASEA exam, and am working towards my Graduate Diploma in Financial Planning.
My Specialties: Retirement Planning including Aged care advice.
Get in touch with Tracey:
Facebook: First Advice Solutions
LinkedIn: Tracey Edwards