Financial Adviser
· SYDNEY, NSW
Tracey Ann Smylie
No disciplinary history on record with ASIC
SYDNEY,
NSW
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000428187
About Tracey Ann Smylie
Tracey Ann Smylie is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry since 2012. Tracey is currently authorised under Zebra Financial Services. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Graduate Diploma of Financial Plannig from Kaplan Professional. Tracey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services(Financial Planning)
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Plannig
Kaplan Professional