Tracey Welsh

Paraplanner Manager

Tracey has been working in the financial planning industry for over 30 years and started Paraplanning in 2007. Along with her wealth of experience, Tracey has completed her Diploma and Advanced Diploma of Financial Planning.

Tracey’s role at Community Chapman Welsh is to assist Financial Planners with producing quality and compliant focused advice to their clients.

Tracey also assists with creating streamlined processes within the practice to provide maximum efficiency while ensuring the practice remains compliant.

Tracey loves to entertain family & friends and now that her youngest of 3 children has finished schooling, she’s looking forward to lots of travel in the future and exploring how many places she can work from other than home & office (preferably places with sunshine, sand & water).