Tracy has passed 19 exams, including completing the Advanced Diploma in Financial Planning and progressing to Chartered status. This enables financial planners to offer a sophisticated and comprehensive approach to financial management, covering personal tax and trust planning, pension planning and investment planning. To show further commitment to the industry and to our clients Tracy completed further exams to achieve her Fellow status.
Tracy’s knowledge enables her to engage with the Progeny Wealth advisors and work alongside them to evolve the best solutions for the client, to maintain the firm’s high level of expertise that clients expect.
At Progeny Wealth, we are dedicated to providing our clients with advice of the highest quality. We work to continuously improve our understanding of the industry, in order to provide clients with the greatest value and wealth of knowled