Tracy is an Authorised Representative of Count Financial Limited and an employee of Ascent Private Wealth, and receives a salary.
Tracy joined Ascent Private Wealth in April 2015 and has extensive academic qualifications, including a Bachelor of Economic (major in Finance) from East China University of Science and Technology in 2009, a Master of Commence (Accounting) from University of Sydney in 2011, Master of Business in Finance from University of Sydney Technology in 2012. She has completed her Advanced Diploma in Financial Planning in 2019. Tracy has exceptional technical skills in financial modelling and an advanced knowledge of financial planning, including superannuation, insurance, taxation and estate planning. She also has contributed her outstanding skills and knowledge to investment research that underpins the investment philosophy of the business. Tracy is also the Compliance Officer of the Ascent Private Wealth team, ensuring the business and all Authorised Representatives are compliant with the FASEA standards and all applicable laws. Tracy is also an Associate member of the Financial Planning Association of Australia Limited (FPA).