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Tracey Coxhead

Tracey Coxhead

CFPCMCLUCM

Board Member

ANZ Private Banking
PO Box 1492
Wellington

Mobile (027) 681 7391
Email teejaycee51@gmail.com

 

Tracey has been in the financial advice industry for 15 years, having worked in the financial services industry for 35 years. She has been an active IFA member for 15 years.  

Tracey has established herself as an adviser who values integrity and professionalism in all dealings with her peers and clients. She has worked with clients both in the corporate world and in independent practice. Her focus with clients has been on working on the “cause as much as the cure” taking a holistic approach to financial planning.

Tracey’s areas of expertise include banking and lending, investment advice, risk management, retirement planning, cash flow management and financial planning. She currently advises clients about investing and borrowing, as well as managing a small team of 6 advisers.

Tracey holds the CFPCM and ‘and CLUCM designations and has completed her graduate diploma in business studies, endorsed in financial planning and the NZX diploma.