Financial Planner@ Touchstone
Brisbane, Queensland, Australia
Tracey Brant
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FlashIntel GPTTracey Brant is a highly experienced Financial Planner with 13.7 years of work experience. She possesses a wide range of skills including proficiency in Microsoft Office, customer service, and PowerPoint. Based in Brisbane, Australia, Tracey started Secure Life Insurance & Investment Services in 2013 and has since transitioned to General Insurance. She is a qualified financial planner and Commissioner for Declarations, specializing in Risk Insurance. Tracey understands the needs and value of risk insurance advice for families and businesses, ensuring estate planning issues are addressed. She is dedicated to providing long-term relationships with clients rather than one off transactions.
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About
Tracey Brant started Secure Life Insurance & Investment Services in October 2013. Tracey commenced working in General Insurance 30 years ago, but after becoming a widow in 2007 she changed her career path to become a Financial Planner specialising in Risk Insurance. It was from first-hand experience that she realised the importance of Personal Insurance. Tracey completed her Diploma in Financial Services (FP) through Kaplan Professional. Tracey is a qualified financial planner as well as a Commissioner for Declarations. Tracey understands the need and value of risk insurance advice for families and businesses to protect their assets and current lifestyle and ensuring estate planning issues are addressed. Tracey promotes long term relationships with clients rather than one off transactions. Tracey can help you with all of your Personal & Business Insurance advice as well as Superannuation consolidation.
...See MoreWork Experience
Financial Planner
Advertising Services
Tracey Brant's Professional Milestones
- Financial Planner And Practice Manager (2015-06-01~2016-07-01): Implementing strategic financial planning solutions to drive sustainable profitability and maximize business performance.
- Alliance Solutions Manager (2016-08-01~2017-02-01): Delivered comprehensive and effective alliance solutions to expand client's reach and maximize market share.
Skill
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
English
Windows
Research
Outlook
Public Speaking
Insurance Risk
Superannuation
Insurance
Life Insurance
Marketing
Income Protection
Financial Risk
Estate Planning
Risk Management
Investment Strategies
Budgets
Wealth
Retirement
Financial Services
Strategic Financial Planning
Claim
Pensions
Finance
Financial Planners
Financial Advisory
Investment Advisory
Investments
Critical Illness
Wealth Management
Retirement Planning
Portfolio Management
General Insurance
Banking
Claims Management
Protection
Wealth Accumulation
Term Life Insurance
High Net Worth Individuals
Financial Planning
Certification
Colleagues
Other Named Tracey Brant
Frequently asked questions
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Tracey Brant's social media include: Linkedin,
Tracey Brant works for Touchstone
Tracey Brant's role in Touchstone is Financial Planner
Tracey Brant works in the industry of Advertising Services
Tracey Brant's colleagues are Derek Block,Derek Block,Brent Sitarski
Tracey Brant's latest job experience is Financial Planner at Touchstone
