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Tracy Wan

CFP, GDipAppFin (FP), BEc, BSc

Senior Financial Adviser

Tracy’s passion lies in adding value to client’s lives and assisting them in achieving their goals.

Meet Tracy

Tracy has more than a decade of financial advisory experience, catering to individuals seeking to generate and preserve their financial wealth.  Her deep expertise spans retirement planning, SMSF, wealth management, life insurance and aged care. Having worked in Australia and overseas in Asia, Tracy has a global mindset, is experienced in overseas financial markets, and appreciates its relevance to Australia.

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Since joining Aspire2 Wealth in 2010, Tracy has held multiple roles, including Financial Adviser, Paraplanner and Operations and Compliance Manager. In the industry, Tracy is well-regarded for her technical expertise, advisory skills, and astute sense of her clients and objectives. In particular, Tracy enjoys working collaboratively with her clients to identify and create inter-generational wealth-creation strategies that achieve their future goals.

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Outside of work, Tracy enjoys spending time with her young family of two, socialising with friends, and travelling internationally.

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Tracy is a Certified Financial Planner with undergraduate degrees in Science and Economics from the University of Western Australia. Tracy is fluent in English and Mandarin.

Tracy’s Qualifications & Associations

  • Authorised Representative

  • Bachelor of Economics – Major in Economics and Banking, minor in Business Law

  • Bachelor of Science – Major in Physiology

  • Graduate Certificate in Financial Planning

  • Graduate Diploma of Applied Finance (Financial Planning)

  • Certified Financial Planner

Get a Complimentary Consultation Call with Tracy

If you’d like to explore how Tracy can assist, please book a free consultation call today.

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