MenuTracey Shamon CFP®
About Me
With extensive experience in the financial planning industry, I am dedicated to making a positive impact.
My goal is to help clients not only achieve their financial and lifestyle objectives but also gain confidence in managing their financial affairs.
I am passionate about providing personalised financial advice and creating tailored plans that align with my clients’ needs and aspirations.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 21 Years -
Licensed By Ri Advice Group Pty Ltd
