Financial Adviser
· CAMBERWELL, VIC
Tracey Elizabeth Briggs
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268173
About Tracey Elizabeth Briggs
Tracey Elizabeth Briggs is a financial adviser based in Camberwell, Victoria, with 8 years of experience in the financial services industry since 2018. Tracey is currently authorised under Alteris Financial Group. 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 Planning 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Baccalaureus Commercii ( BACH of Commerce )
University of Port Elizabeth
2018
Diploma of Financial Planning
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register