Trusted Advice. Tailored Solutions. Lifelong Support.
At Trace Financial, we believe great financial decisions start with great guidance. Whether you’re securing a home loan, investing through your SMSF, or financing your next business move, you deserve to work with a team that puts your goals first—and has the expertise to back it up.
We’re proud members of the Mortgage & Finance Association of Australia (MFAA), the peak body for mortgage and finance professionals. This means we operate under a strict Code of Practice, ensuring transparency, ethical conduct, and a commitment to building long-term trust with every client. In line with the National Consumer Credit Protection Act 2009, our team holds the required qualifications and up-to-date industry experience to help you navigate even the most complex lending situations.
Our Principal is also a Certified Practising Accountant (CPA)—a mark of technical excellence and ethical leadership. This dual expertise in finance and accounting allows us to provide a level of strategic insight that sets us apart. When you work with Trace Financial, you’re working with professionals who are held to the highest standards—by the industry, by law, and by our own values.
We know that financial decisions aren’t just transactions—they’re turning points. That’s why we take the time to listen, understand, and collaborate. From your first consultation through to settlement and beyond, we keep you informed and involved every step of the way. No jargon. No pressure. Just clear, honest advice tailored to your needs.
We’ve built strong alliances with like-minded professionals to offer not just lending solutions, but a suite of complementary services that support your broader financial goals. And because life changes, we’re here for the long haul—ready to guide, educate, and support you at every stage of your financial journey.
At Trace Financial, we don’t just help you find the right loan—we help you build a stronger financial future.
We are an Authorised Credit Representative (ACR #537194) of Australian Finance Group Ltd (ACL # 389087).
At Trace Financial, we believe great financial decisions start with great guidance. Whether you’re securing a home loan, investing through your SMSF, or financing your next business move, you deserve to work with a team that puts your goals first—and has the expertise to back it up.
We’re proud members of the Mortgage & Finance Association of Australia (MFAA), the peak body for mortgage and finance professionals. This means we operate under a strict Code of Practice, ensuring transparency, ethical conduct, and a commitment to building long-term trust with every client. In line with the National Consumer Credit Protection Act 2009, our team holds the required qualifications and up-to-date industry experience to help you navigate even the most complex lending situations.
Our Principal is also a Certified Practising Accountant (CPA)—a mark of technical excellence and ethical leadership. This dual expertise in finance and accounting allows us to provide a level of strategic insight that sets us apart. When you work with Trace Financial, you’re working with professionals who are held to the highest standards—by the industry, by law, and by our own values.
We know that financial decisions aren’t just transactions—they’re turning points. That’s why we take the time to listen, understand, and collaborate. From your first consultation through to settlement and beyond, we keep you informed and involved every step of the way. No jargon. No pressure. Just clear, honest advice tailored to your needs.
We’ve built strong alliances with like-minded professionals to offer not just lending solutions, but a suite of complementary services that support your broader financial goals. And because life changes, we’re here for the long haul—ready to guide, educate, and support you at every stage of your financial journey.
At Trace Financial, we don’t just help you find the right loan—we help you build a stronger financial future.
We are an Authorised Credit Representative (ACR #537194) of Australian Finance Group Ltd (ACL # 389087).
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Tracie – Principal, Trace FinancialTracie is a Certified Practising Accountant (CPA) with a Master of Business and Technology and a Diploma in Finance and Mortgage Broking Management. With over 20 years of experience in senior commercial and financial roles, she offers clients a powerful combination of strategic insight, lending expertise, and hands-on business acumen. Tracie also serves on multiple boards, supporting organisations and their owners in achieving long-term financial success. A specialist in Self-Managed Superannuation Funds (SMSFs), Tracie has helped countless individuals and business owners navigate the complexities of SMSF lending, compliance, and investment strategy. Her deep understanding of both accounting and finance means clients benefit from tailored advice that aligns with both their immediate goals and future wealth-building plans. Having personally experienced the challenges of sourcing the right finance—for herself and for the businesses she’s advised—Tracie founded Trace Financial to make the process easier, smarter, and more client-focused. As Principal, she oversees all client and partner relationships, ensuring that every solution is well-informed, compliant, and aligned to the client’s specific circumstances. With a commitment to transparency, collaboration, and outcomes that work, Tracie leads a team dedicated to simplifying financial decisions—especially the big ones. When she’s not advising clients, you’ll often find Tracie pursuing her other passion: music Make an appointment with Tracie to discuss your Financial needs. |
