Tracey Pace
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000284919
- Location
- Melbourne VIC 3000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 20 January 2020
- First provided advice
- 2001
- Qualifications
- Bachelor of Business ( Financial Planning), RMIT (2000); Certified Financial Planner, Financial Planning Association (2004); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Pace
Tracey Pace is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000284919).
The licensee Tracey advises under is Apt Wealth Partners Pty Ltd (AFS licence 436121). The current authorisation started on 20 January 2020.
According to the register, Tracey first provided financial advice in 2001. The qualifications listed for Tracey include Bachelor of Business ( Financial Planning) (RMIT, 2000), Certified Financial Planner (Financial Planning Association, 2004) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Tracey is recorded as a member of Financial Advice Association of Australia (FAAA).
Tracey is authorised to advise 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 Pace a registered financial adviser?
Yes. Tracey Pace is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284919.
Which licensee does Tracey Pace work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Tracey Pace 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.