Tracey Boam is a Senior Financial Planner whose key focus is to help her clients achieve their goals and to make positive changes in their lives.

She entered into the Financial Services Industry in 2003 after a career as a Hairdresser, Technical Consultant and Hairdressing Teacher; working in both Adelaide and London. Tracey believes the skills and work ethic that she has learnt in her previous career provides her with the empathy and understanding to work with clients of all ages and life stages.

Tracey is a Certified Financial Planner holding the highest designation in Financial Planning in Australia. She is currently studying towards a Graduate Diploma in Financial Planning as she believes her education is integral to her role to better help her Clients.

She believes that the most important part of her role is to help her clients understand their financial journey and achieve the financial future they choose.
Tracey works with Clients of all ages and has a special interest in “Women’s Financial Planning”.

Outside of Work – she barracks for the Adelaide Crows and enjoys time with Family and Friends.