Tracey Ann Smylie
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428187
- Location
- Sydney NSW 2000
- Licensee
- Zebra Financial Services Pty Ltd (AFSL 512864)
- Authorised since
- 24 May 2024
- First provided advice
- 2012
- Qualifications
- Diploma of Financial Services(Financial Planning), Kaplan Professional (2012); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional (2013); Graduate Diploma of Financial Plannig, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracey Ann Smylie
Tracey Ann Smylie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000428187).
Advice is given under the Australian financial services licence of Zebra Financial Services Pty Ltd, licence number 512864. The current authorisation started on 24 May 2024.
The register records 2012 as the year Tracey first provided financial advice. Qualifications and training on file include Diploma of Financial Services(Financial Planning) (Kaplan Professional, 2012), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Self Managed Superannuation Funds (Kaplan Professional, 2013). Tracey is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Tracey Ann Smylie a registered financial adviser?
Yes. Tracey Ann Smylie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428187.
Which licensee does Tracey Ann Smylie work under?
Zebra Financial Services Pty Ltd, Australian financial services licence 512864.
What can Tracey Ann Smylie give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.