1. Why have you joined the team at Profusion Planning?

Great first impressions, enjoyable interview experiences and a warm & friendly team offering a challenging opportunity to transition from a corporate finance background to financial planning, not forgetting a great office location and facilities!!

2. What gets you out of bed in the morning?

My iPhone and the blessing of a new day hopefully filled with new experiences!!

3. You’ve worked with the Profusion Planning team for only a few weeks now, can I ask, what three words would you use to describe them?

Professional, Energetic & Diverse

4. If we were to come to your house for dinner tonight, who would cook and what would we eat?

I am going to a social media seminar at my son’s school, but you are welcome to sample my husband’s Satay chicken stir-fry noodles. He is a qualified chef so you shouldn’t be disappointed!

5. What’s one thing the guys at Profusion Planning don’t know about you yet?

I was once held at gunpoint during a robbery in a cabaret club I worked in back in 1993 with some colleagues. Thankfully no one was hurt, but they did get away with the holiday weekend takings and a lot of liquor!

6. If an actor were to play you in your life story, who would be the ideal actor?

Salma Hayek

7. What was your nickname at school?


8. If Brad handed you $500, what would you do with it?

I would love to say ‘new shoes’, but the truth is it would go straight to my son’s school fees!

9. How would you explain to people what a Financial Adviser can do for them?

A. Provide professional advice to individuals and businesses, analysing their financial status, understanding their objectives and expectations, and within a step by step process model, implement a clear and precise pathway to help clients achieve these goals.

B.They will also positively influence their financial wellbeing, and while they work continuously to develop their client’s portfolios, they ensure clients receive quality service and advice as well as build successful long term relationships.

Thanks, Tracey!