If Matthew is unavailable for any reason we always go to Jenny who is excellent.

Ross and Noelene

Tracey Roberts

Financial Planner - Broadbeach Office

Tracey Roberts is the latest member of the Josman team. Tracey has joined the team to focus primarily on providing risk solutions to our clients but is also able to help with superannuation, savings and investments. She has been in the industry on and off since 1994 both here in SE Qld and originally in the UK where she was qualified as an Independent Financial Adviser.

Having spent the last 12 years on the Gold Coast, Tracey is thrilled to be part of the team and was particularly attracted to Josman’s reputation for professional and ethical business practice.

Married with 4 sons, Tracey has her feet firmly planted on the ground and is well aware of the every-day issues facing us all, and particularly the financial pressures associated with living in today’s world. She is an avid rugby union fan with a great sense of humor and loves to spend her spare time socializing with friends over fabulous food and wine.

Tracey can be contacted on:

Ph: 07 5554 4000

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Tracey Roberts

Authorised Representative

Risk Insurance

Book an appointment

Today!

Specialist Advice in:
Life Insurance

Total & Permanent Disability

Trauma

Income Protection

Location:
BROADBEACH

8.30am - 3.30pm

DAILY

Click Here
to make your appointment

or call:

5554 4000

 

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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