Adviser

Tracy Wan

CFP, GDipAppFin (FP), BEc, BSc

Tracy’s passion lies in adding value to client’s lives and assisting them in achieving their goals.

Tracy has been in the financial planning industry for more than 8 years.  Since joining Aspire2 Wealth as a Senior Paraplanner and Authorised Representative in 2010, she has had several other roles in our organisation, including Financial Adviser, Operations and Compliance Manager.

Throughout her time in this industry, she has gained technical knowledge and customer service skills to enable her to communicate effectively to her clients. Tracy enjoys working with clients to identify and put in place strategies to achieve their objectives.

Outside of work, Tracy enjoys spending time with family and friends, and travelling.

The Team

Qualifications & Associations

  • Authorised Representative
  • Bachelor of Economics – Major in Economics and Banking, minor in Business Law
  • Bachelor of Science – Major in Physiology
  • Graduate Certificate in Financial Planning
  • Graduate Diploma of Applied Finance (Financial Planning)
  • CERTIFIED FINANCIAL PLANNER®