Our team
Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.
Tracey Tomich
Senior Financial Adviser
Authorised Representative
Certified Financial Planner®
Certified Practising Accountant - Financial Planning Specialist (CPA(FPS))
SMSF Specialist Adviser™ (SSA™)
B. Bus (Acc)
Dip of Superannuation Management
I am a Financial Adviser and the Director of Tomich Financial Group Pty Ltd. I began my career in financial services in 1993. I enjoy working in financial services and I pride myself on building long term client relationships. I strive to be regarded as a trusted professional who is available to all my clients when they need financial advice and assistance. I enjoy turning the complexity of financial advice in to strategies my clients understand and are comfortable with.
After operating a successful boutique financial planning practice in Brisbane for 6 years, I really missed the satisfaction at the end of each day, from working with personal clients and watching them achieve their financial goals. I decided to go back to what I loved and established Tomich Financial Group on the Sunshine Coast and I have not looked back.
In a highly regulated industry it is important to keep up to date with legislative changes and new strategies to be confident I am delivering valuable outcomes to clients. I enjoy working in a changing industry as it challenges me to remain engaged and motivated.
I look forward to growing my business, continuing to build solid referral relationships and watching my clients reach their financial and lifestyle goals.
Connect with me on LinkedIn.
Phone me on 07 5442 6600.
