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Tomich Financial Group

Our team

Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.

Tracey Tomich

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

Financial Adviser Profile

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.

Tamara Marchant

Tamara Marchant

Client Services Officer /Business Support

Tammy is usually your first point of contact when you call Tomich Financial Group Pty Ltd, and will be able to assist you with general client and administrative inquiries.

Tammy joined the team in 2017 in a business support capacity and has thoroughly enjoyed becoming a member of the Tomich family! 

Tammy's corporate background sits within the auditing, compliance, health and safety and business administration space, in which she worked for the past 15 years in both Brisbane and Edinburgh, Scotland.  

She and her partner Kev returned to Noosa (having lived here in the 80's) to give their little boy Archie the same opportunity she did in growing up on the beautiful Sunshine Coast.

Tammy loves spending time travelling and socialising with her family and friends, cooking up a storm, pottering in the garden and dabbling in her artistic endeavours.

She is excited about the future of Tomich Financial Group and thrilled to be a part of the new office and getting to know the local community in Cooroy and surrounding areas.

A Brighter Future