Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Tracee Huey Xin Pang

MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270646
Practice
Ara Financial Planning Services
Melbourne, VIC (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About Tracee Huey Xin Pang

Tracee Huey Xin Pang is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Tracee works at Ara Financial Planning Services, which is licensed through Capstone Financial Planning. Tracee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracee's qualifications include a Certified Financial Planner from Financial Advice Association Australia. Tracee 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

2013
Bachelor of Business (Economics & Finance) (Applied)
RMIT University
2013
Income Tax Law (HBC616)
Swinburne University of Technology
2014
Graduate Diploma of Professional Accounting
Swinburne University of Technology
2014
Master of Professional Accounting
Swinburne University of Technology
2017
Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Economic and Legal Context for Financial Planning (FPC001B)
Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2022
Certified Financial Planner
Financial Advice Association Australia
2025
Margin Lending Specialist
Kaplan Professional
2026
Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jan 2026 - Present Current
Count Financial Limited
Oct 2020 - Dec 2025 Ceased
Guideway Financial Services Pty Ltd
Dec 2018 - Jun 2019 Ceased
Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.

Source: ASIC Financial Advisers Register