Financial Adviser · WAYVILLE, SA

Tracey Boam

WAYVILLE, SA

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002643

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Tracey Boam is a financial adviser based in Wayville, South Australia, with 23 years of experience in the financial services industry since 2003. Tracey is currently authorised under Kaizen Wealth, operating through Finsec Partners. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tracey's qualifications include a Certified Financial Planner Certification Program from Financial Planning Association of Australia. Tracey is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services

ThreeSixty

2010

Certified Financial Planner Certification Program

Financial Planning Association of Australia

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Kaizen Wealth Pty Ltd

Feb 2026 - Present Current

Ri Advice Group Pty Ltd

Jul 2017 - Feb 2026 Ceased

Securities: Class of product only.

FINCHOICE PTY LTD

Nov 2015 - Jun 2017 Ceased

Hsbc Bank Australia Limited

Jan 2013 - Oct 2015 Ceased

FINANCIAL SOLUTIONS AUSTRALASIA PTY LTD

Jul 2007 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register