Tracey Lea Grose
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271505
- Location
- Toowoomba QLD 4350
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 12 January 2026
- First provided advice
- 2004
- Qualifications
- Margin Lending and Geared Investments Course, Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); Diploma of Financial Services (Financial Planning), Kaplan Professional (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Tracey Lea Grose
Tracey Lea Grose is a financial adviser in Toowoomba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000271505.
The licensee Tracey advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 12 January 2026.
The register records 2004 as the year Tracey first provided financial advice. Qualifications and training on file include Margin Lending and Geared Investments Course (Kaplan Professional, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2013) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2013). Tracey is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
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Questions people ask
Is Tracey Lea Grose a registered financial adviser?
Yes. Tracey Lea Grose is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271505.
Which licensee does Tracey Lea Grose work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Tracey Lea Grose give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."