Experience. Tailored Solutions. Personal Service. Clarity.
Trace Financial provides finance broking services to clients across Australia, assisting with residential property, commercial property, business finance, asset finance and SMSF business real property lending.
We work with individuals, business owners, property investors and professional advisers to support the lending process from initial assessment through to application, approval and settlement. Our role is to help clients understand their lending position, compare available credit options and prepare applications for lender assessment.
Trace Financial operates as an Authorised Credit Representative of Australian Finance Group Ltd and has access to a broad panel of lenders. This allows us to consider a range of lending options across home loans, business lending, commercial property finance, asset finance and SMSF business real property lending.
Our process is designed to support clients nationally, with phone, email and online document collection available for clients who prefer a streamlined remote finance process. Where required, we also work alongside a client’s accountant, solicitor, financial adviser or SMSF adviser to help coordinate the lending process with the appropriate professional advice.
Trace Financial is a member of the Mortgage & Finance Association of Australia (MFAA). We are required to comply with applicable credit legislation, responsible lending obligations, industry standards and lender requirements.
Our Principal, Tracie, is a Certified Practising Accountant (CPA) with a Master of Business and Technology and a Diploma in Finance and Mortgage Broking Management. Her background in accounting, commercial finance and business provides practical insight into the lending process, particularly for business owners, property investors and SMSF borrowers.
Trace Financial does not provide legal, financial planning, taxation or SMSF advice unless separately authorised and engaged to do so. Clients should obtain advice from appropriately qualified professionals before making decisions involving tax, legal, investment, superannuation or business structure matters.
Our focus is on clear communication, careful application preparation, lender comparison and practical support throughout the finance process.
We are an Authorised Credit Representative (ACR #537194) of Australian Finance Group Ltd (ACL # 389087).
Trace Financial provides finance broking services to clients across Australia, assisting with residential property, commercial property, business finance, asset finance and SMSF business real property lending.
We work with individuals, business owners, property investors and professional advisers to support the lending process from initial assessment through to application, approval and settlement. Our role is to help clients understand their lending position, compare available credit options and prepare applications for lender assessment.
Trace Financial operates as an Authorised Credit Representative of Australian Finance Group Ltd and has access to a broad panel of lenders. This allows us to consider a range of lending options across home loans, business lending, commercial property finance, asset finance and SMSF business real property lending.
Our process is designed to support clients nationally, with phone, email and online document collection available for clients who prefer a streamlined remote finance process. Where required, we also work alongside a client’s accountant, solicitor, financial adviser or SMSF adviser to help coordinate the lending process with the appropriate professional advice.
Trace Financial is a member of the Mortgage & Finance Association of Australia (MFAA). We are required to comply with applicable credit legislation, responsible lending obligations, industry standards and lender requirements.
Our Principal, Tracie, is a Certified Practising Accountant (CPA) with a Master of Business and Technology and a Diploma in Finance and Mortgage Broking Management. Her background in accounting, commercial finance and business provides practical insight into the lending process, particularly for business owners, property investors and SMSF borrowers.
Trace Financial does not provide legal, financial planning, taxation or SMSF advice unless separately authorised and engaged to do so. Clients should obtain advice from appropriately qualified professionals before making decisions involving tax, legal, investment, superannuation or business structure matters.
Our focus is on clear communication, careful application preparation, lender comparison and practical support throughout the finance process.
We are an Authorised Credit Representative (ACR #537194) of Australian Finance Group Ltd (ACL # 389087).
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Tracie - Principal, Trace FinancialTracie has more than 20 years’ experience across senior commercial, finance and business roles, bringing a practical understanding of lending, financial structure and business decision-making to client finance matters. As Principal of Trace Financial, Tracie works with individuals, business owners, property investors and SMSF borrowers seeking lending support across residential, commercial, business and SMSF business real property finance. Her background in accounting and commercial finance allows her to work effectively with clients, accountants, legal advisers and other professional advisers where required. Trace Financial was established to provide a more structured and informed approach to finance broking. The focus is on understanding the client’s circumstances, identifying suitable lending options, coordinating the application process and supporting clients through to approval and settlement. Tracie oversees client and referral partner relationships, with an emphasis on clear communication, responsible lending processes, compliance and practical finance solutions aligned to each client’s objectives and circumstances. Make an appointment to discuss your Financial needs. |