Tracey Holiday
Tracey Holiday
Financial Advisor
Tracey has enjoyed a variety of client service roles over the last 20 years, spanning the private sector. The majority of her roles have been in ANZ Bank Lending and Compliance, where she was responsible for ensuring that the bank’s lending processes complied with all relevant legislation and regulations.
More recently, Tracey has transitioned into the financial planning and advice industry, assisting Michael Tadros in his role as adviser. Her passion is to ensure our clients are looked after administratively, as well as to answer their queries in a timely manner. She is also continuously learning new ways of doing things through further study.
In her free time, Tracey likes spending time with her loved ones, including her husband and grandchildren.
Professional Skills
No matter what your financial goals may be, Tracey can help you develop a plan to achieve them. She will work with you to understand your unique circumstances and provide advice that is tailored specifically for you. Some of the areas she can assist you with include:
- Strategic and lifestyle financial planning
- Covering areas of budgeting and cash flow management
- Debt management
- Wealth accumulation and portfolio management (investment)
- Personal insurance management
- Superannuation and retirement planning
- Centrelink
- Aged care
- Estate planning
Contact Us
Whether you are just starting out in your career or are nearing retirement, Tracey can create a financial plan that meets your needs. Contact her today to get started!
