Tracey Kitson FChFP
About Me
I grew up in Gladstone and started my career in the insurance industry with an Administration Traineeship with a Suncorp General Insurance Agent straight from school. From there, I completed my Diploma of Financial Services with a Financial Planning Firm. 4 years later, my partner and I moved to Mount Isa where we called home for next 13 years. I worked for a Financial Planning Firm where I completed my Advanced Diploma of Financial Planning. Here I found my passion for helping clients achieve their financial goals, protect their most important assets (their family), but also build strong trusting relationships to enable me to be there for my clients through the tough times when claims need to be made to ensure this time is as stress-free as possible.
As many have done before me, a short holiday to Cairns lead to a love affair with the region. The majestic rainforest surroundings and reef stole my heart and it wasn’t long before I trekked across the state to start the new chapter of my life with my family.
I have over 16 years’ experience as a Financial Planner and I am with you every step of the way throughout your lifetime. I take the time to listen to your needs and objectives and find solutions that you not only understand, but are comfortable with. I invite you to reach out to see how I can assist you in the planning and protection of your financial future. I provide advice on all forms of personal risk insurance (including buy sell, capital protection, keyman insurance), superannuation, investment advice, retirement planing etc, just to name a few. Please reach out if you want to have a chat.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 16 Years
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Licensed By Alliance Wealth Pty Ltd