MenuTraci Bartlett CFP®
About Me
I have spent many years working with clients to help them achieve their financial goals and dreams. For me, Financial Planning is about building a relationship that lasts for many years. More recently I have decided to take my career in a different direction - I now work as an L&D Professional for a Licencee and develop training and support to our network of advisers.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Estate planning
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 32 Years
Also meet me here:
44 Gray Street,
Hamilton, Vic 3300
Hamilton, Vic 3300
