Tracee Pang

Financial Advisor

About Tracee

As a Financial Advisor and Certified Financial Planner (CFP®), Tracee is invested in supporting her clients to achieve their financial and lifestyle goals with a personalised, strategic plan. Tracee takes time to understand every client’s individual situation and provides advice tailored to their personal needs designed to deliver confidence and peace of mind for the future.

Tracee engages with individuals, couples and business owners providing financial advice to address both their current and future needs. Tracee has expertise in budgeting, cashflow, debt management, investments, asset growth, insurance, retirement planning and superannuation.

Tracee is an authorised representative of Count Financial Ltd, Adviser Ratings 5 star Silver Adviser and Count Financial 2021 Excellence in Education Award winner.

Internally, Tracee is an engaged and integral part of our team, committed to her professional growth and development. As an Associate Director Tracee mentors team members, oversees workflow and plays a key role in client relationship management. After hours Tracee challenges herself with Muay Thai (Thai boxing), pilates and hiking; she also enjoys crime fiction and exploring Victoria’s food scene. Her dog, Sacha, is a regular in the office.

Qualifications

  • Bachelor of Economics & Finance
  • Master of Accounting
  • Graduate Diploma of Financial Planning
  • Certified Financial Planner CFP®
  • Accredited Aged Care Advisor

Tracee speaks Mandarin, Cantonese and Bahasa Melayu.