Tracy Wang

Background

About Tracy Wang

A highly motivated, commercially astute junior associate adviser with extensive knowledge and experience in compliance. My solid paraplanning skills, excellent interpersonal skills and passion for financial planning, has allowed me to successfully assist many clients. I excel in client relationship management, paraplanning skills, compliance and regulations, and financial modelling. I have completed the requirements under the FASEA education and exam standards by July 2021. With a strong focus on providing the highest level of quality service and achieving the best possible results for my clients, maintaining high moral and ethical integrity in all aspects of business is of utmost importance to me. I have been heavily involved in client engagement, advice construction and compliance as I'm passionate about providing the very best outcome for our clients, to enable them to obtain financial independence and security of assets. With over six years’ experience in the financial planning, wealth management, compliance and business administration areas, I have developed a passion and in-depth knowledge of superannuation, taxation, estate planning, financial planning for entities with complex structures involving SMSF and family trusts. Having initially completed my degree in Economics (majoring in Finance) in China, I built on these studies by completing several Master’s qualifications and the Advanced Diploma in Financial Planning after moving to Australia. My career started with an accounting focus before moving into wealth management, compliance, business administration and Financial Planning. During the past four years as a Paraplanner, Senior Adviser assistant, and Chief Compliance Officer, I have developed the skills of preparing effective financial strategies tailored to identified circumstances using my extensive knowledge in XPlan and Financial modelling in MS Excel. I also have improved my client communication and service skills.