Senior Financial 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 more than a decade of financial advisory experience, catering to individuals seeking to generate and preserve their financial wealth.  Her deep experience spans across retirement planning, SMSF, wealth management, life insurance and aged care. Having worked in Australia and overseas in Asia, Tracy has a global mindset and is experienced in overseas financial markets and appreciates its relevance to Australia.

Since joining Aspire2 Wealth 2010, Tracy has held multiple roles, including Financial Adviser, Paraplanner and Operations and Compliance Manager. In the industry, Tracy is well-regarded for her technical expertise, advisory skills and an astute sense as to her clients’ personal goals and objectives. In particular, Tracy enjoys working collaboratively with her clients to identify and create inter-generational wealth creation strategies that achieves their future goals.

Outside of work, Tracy enjoys spending time with her young family of two, socialising with friends and international travel.

Tracy is a Certified Financial Planner and holds undergraduate degrees in Science and Economics from the University of Western Australia. Tracy is fluent in English and Mandarin.

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