Tracey Kitson

About Tracey Kitson

Born and raised in Gladstone, my journey into financial services began straight out of school when I commenced an Administration Traineeship with a Suncorp General Insurance Agent. It was there that I developed a strong foundation in the insurance industry and discovered a passion for helping people protect what matters most.

Driven to expand my knowledge and expertise, I completed my Diploma of Financial Services while working within a Financial Planning Firm. A few years later, my partner and I made the move to Mount Isa, where we spent the next 13 years building both our careers and our family life. During this time, I completed my Advanced Diploma of Financial Planning and discovered what would become the most rewarding aspect of my profession - helping everyday Australians achieve their financial goals while providing the confidence and security that comes from having the right plans in place.

Throughout my career, I have developed a particular passion for working with mums, dads, and growing families. I understand the balancing act that comes with raising children, managing a household, and planning for the future. My goal is to help clients create a path towards financial security, ensuring their goals remain achievable while providing ongoing support and guidance every step of the way. Whether it's protecting a family through personal insurance, building wealth, planning for retirement, or navigating life's unexpected challenges, I am committed to being a trusted adviser who is there when it matters most.

One of the most fulfilling parts of my role is helping clients through difficult times. When a claim needs to be lodged or life's plans take an unexpected turn, I pride myself on being a steady hand and advocate for my clients, helping make what can be a stressful process as smooth and straightforward as possible.

Like so many before me, what started as a holiday to Cairns quickly turned into a love affair with Far North Queensland. The incredible combination of rainforest, reef, and outdoor lifestyle captured my heart, and it wasn't long before my family and I made the move across the state to begin an exciting new chapter.

Today, with more than 16 years of experience as a Financial Adviser, I take pride in building long-term relationships with my clients. I believe great advice starts with listening--understanding your goals, your concerns, and what success looks like for you. From there, I work alongside you to develop strategies that are practical, easy to understand, and tailored to your circumstances.

When I'm not in the office, you'll usually find me out exploring the incredible Far North Queensland region. Whether it's heading off on a 4WD adventure, getting out on the water, enjoying a motorbike ride, or simply spending quality time with my kids, I love making the most of the lifestyle this beautiful part of the world offers.

I provide advice across a broad range of areas, including personal risk insurance, income protection, life and trauma insurance, buy-sell and key person insurance, superannuation, wealth creation, investment strategies, and retirement planning.

If you're looking for a down-to-earth adviser who genuinely cares about helping you protect your family, achieve your goals, and feel confident about your financial future, I'd love to have a chat. Together, we can create a plan that helps you live the life you want--both today and for many years to come.

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