Tracy (Jingyi) Wang

Process & Compliance Manager

M.Fin, M.Com(Accounting), B.Ec(Finance), Ad.Dip.FP, FASEA

Melbourne, Albury, Hobart

Experience

Tracy joined FM Financial in March 2022. Tracy has a Master’s degree in Finance, Master’s degree in Accounting, and Advanced Diploma of Financial Planning. Tracy has more than 6 years’ experience in financial planning and wealth management and has been an Associate Adviser and Chief Compliance Officer for over 3 years before she started with FM since 2022. Tracy loves the satisfaction in providing the highest level of quality service and achieving the best possible results from the clients, maintaining high moral and ethical integrity in all aspects of business, and helping the clients to obtain financial independence and security of assets. 

Tracy excels in client relationship management, paraplanning skills, compliance and regulations, and financial modelling. Tracy has developed a passion and in-depth knowledge of superannuation, taxation, estate planning, financial planning for entities with complex structures involving SMSF and family trusts.

About Tracy

Outside the work, Tracy is a mother of two beautiful children. She has a passion for cooking and bakery. Tracy also likes to make hand crafts as gifts to her family and friends. 

Contact

Phone: 1300 763 544 

Email: fmmelbourne@fmfinancial.com.au