Tracee Pang

Financial Adviser

ASIC adviser number:
001270646
Qualifications and training:

2013, Bachelor of Business (Economics & Finance) (Applied), Bachelor Degree (AQF 7), RMIT University
2013, Income Tax Law (HBC616), Other, Swinburne University of Technology
2014, Graduate Diploma of Professional Accounting, Graduate Diploma (AQF 8), Swinburne University of Technology
2014, Master of Professional Accounting, Masters Degree (AQF 9), Swinburne University of Technology
2017, Diploma of Financial Planning, Diploma (AQF 5), Kaplan Professional
2019, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2020, Economic and Legal Context for Financial Planning (FPC001B), Other, Kaplan Professional
2021, Accredited Aged Care Professional, Other, Aged Care Steps
2021, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Higher Education
2021, Introduction to Self Managed Superannuation Funds, Other, Kaplan Professional
2022, Certified Financial Planner, Professional Designations, Financial Advice Association Australia
2025, Margin Lending Specialist, Other, Kaplan Professional

When adviser first provided advice:
2018
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 3, 140 Bourke St
Melbourne  VIC  3000
AFS licence holder name:
Capstone Financial Planning Pty Ltd
AFS licence number:
000223135
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».