Traci joined our practice in 2016 as a Director of FM Mahar Financial Planning.
Her experience as a Financial Planner is extensive and she has worked as a Certified Financial Planner for many years, having initially joined the FPA in 2000. Since that time she has worked in a variety of settings as a Financial Planner and has worked with clients in a broad range of financial circumstances – from high net wealth individuals through to those just starting out on their financial journey.
Throughout the last 20 or so years that Traci has been in the Financial Planning industry she has learned that most people can benefit from Financial Planning – it’s a common misconception that Financial Planning is only for the extremely wealthy.
Traci values the client relationship and works with her clients to form a partnership that will last for many years. This allows her to assist each of her clients to set and subsequently achieve their goals.
While helping clients reach the goals that they have for their future, Traci also enjoys taking away the worry and concern they may have about dealing with their finances. She feels it is important to educate her clients and always tries to explain what can be very complex issues in a simple and easy to understand manner.
Outside of the office Traci has young children and enjoys spending time with her family and friends.
Traci Bartlett is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306