Tracy Stafferton


  • Diploma in Financial Planning

  • Certificate in Financial Planning

  • Certificate in Discretionary Investment Management

At Work

Tracy has over 25 years of experience in financial services. Day to day her role includes writing reports and letters, along with research and cashflow planning.


At Home

Outside of work, Tracy likes to fill her spare time baking and reading a good book. She also really enjoys going to the theatre.

On an ideal weekend, you can find me:

Spending time with family and friends

My favourite holiday destination is:


My favourite song to play in the car is:

Anything from the 80’s

The first album I bought was:


If I could be any fictional character, I would be:

Mary Poppins

If I could turn any activity into an Olympic sport, I would win a medal in:

Making lists, I like to be organised

When the dessert menu arrives, I’m looking for:

Chocolate fudge cake

The three qualities that draw me to new people are:

Kindness, sense of humour and trustworthy

The best gift I’ve ever received is:

My children and I do live my new KitchenAid!

The three small things that make my day better are:

Coffee, Laughing and watching something good on TV

How can we help you?

For more information on how we can help you, and to take the next step in planning your ideal financial future, contact us using the direct messaging box on the right, or via our email or telephone contact details below.