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Traci Bartlett Cfp

Certified Financial Planner at Silvan Ridge Wealth
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About Traci Bartlett Cfp

Traci Bartlett Cfp is Certified Financial Planner of Silvan Ridge Wealth based in 132A Lava Street Warrnambool, Victoria 3280, AU. Previously worked at Fortnum Private Wealth as a Learning & Development Manager. Silvan Ridge Wealth is a Finance, Capital Markets company in 132A Lava Street Warrnambool, Victoria 3280, AU with 14 employees.

Traci Bartlett Cfp has 27 years of professional experience, with an average of 4 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Traci Bartlett Cfp have a experience in top university. Traci Bartlett Cfp holds a degree from Deakin University. Their career does not include experience at a global enterprise, with a base location in Warrnambool, Victoria, Australia, au.

Traci Bartlett Cfp Social
Traci Bartlett Cfp Work
Traci Bartlett Cfp have been working for 27 years. Currently Traci Bartlett Cfp is the Certified Financial Planner @Silvan Ridge Wealth, with experience in Learning & Development Manager @Fortnum Private Wealth
Certified Financial Planner
Present
Fort
Learning & Development Manager
2022 - 2024 · 2 years
Certified Financial Planner
2008 - 2016 · 8 years
About Traci Bartlett Cfp's Current Company
11-50 Employees

Silvan Ridge Wealth is founded in 1988, operates from its headquarter in 132A Lava Street Warrnambool, Victoria 3280, AU. The company operates in the Finance, Capital Markets sector.

Silvan Ridge Wealth specializes in Financial planning, Insurance provision, Investment management, Financial strategy structuring, and offers services including Financial planning advice, Insurance options, and Investment options.

Year Founded
1988
Social Media
LinkedinFacebook
Primary Industry
Finance, Capital Markets
Secondary Industry
Finance, Insurance
HQ Location
132A Lava Street Warrnambool, Victoria 3280, AU
Expertise
Financial planningInsurance provisionInvestment managementFinancial strategy structuring
Solutions
Financial planning adviceInsurance optionsInvestment optionsFinancial situation analysisFinancial strategy structuring
Keywords
Financial ServicesFinancial PlanningFinancial SecurityFinancial AdvisorRetirement PlanningRetirement AdviceWealth ManagementWealth PreservationEstate PlanningEstate Administration
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Traci Bartlett Cfp Education

Traci Bartlett Cfp completed at Deakin University (Present) , at brauer college (Present) , etc

Deakin University
Diploma of Financial PlanningFinancial Planning and Services
Present
brauer college
Present
Traci Bartlett Cfp Skills
Project and Plan Management
Finance
Other
Superannuation, Income Protection, Retirement Planning, Wealth, Wealth Accumulation, Financial Advisory, Investment Strategies, Wealth Management, SMSF

Traci Bartlett Cfp Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Traci Bartlett Cfp found in 2025.

  • Email AddressT**@com.auPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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