Tracey Ferguson CFP®
About Me
I am a Certified Financial Planner© and director of Coastal Financial Advisers, a holistic financial advice business on Queensland's Sunshine Coast. After working with a consulting firm based in South Africa, and then Westpac and Suncorp in Australia throughout the 90's and 00's, I took the decision to start my own practice in 2008. I haven't looked back since - and continue to look forward with much optimism. I love the relationships I have with my clients, who often turn out to be friends! My awesome (and highly qualified) support team join me in taking a client centric approach to our business, genuinely delighting in helping our clients achieve their objectives.
Areas of Focus
- Aged care
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 26 Years
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Licensed By Putting Planning Into Practice Pty Ltd