Traci Bartlett Email & Phone Number
Personal Financial Adviser @ Regional Prosperity
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Traci Bartlett Location
- Warrnambool, VIC, AU
Traci Bartlett Work
- Personal Financial Adviser @ (June 2025 - Present)
- Learning and Development Manager @ (June 2024 - April 2025)
- Learning and Development Manager @ (January 2022 - June 2024)
- Director @ FM Mahar Financial Planning (March 2016 - January 2022)
- Certified Financial Planner @ (June 2006 - February 2016)
- Financial Planner @ (January 2002 - January 2006)
- Financial Planner @ East Sanders (January 2002 - January 2004)
- Financial Planner @ Twomey Patterson (January 1999 - January 2001)
Traci Bartlett Education
- Deakin University
Diploma of Financial Planning (Financial Planning and Services)
- Brauer College
Traci Bartlett Skills
- Certified Financial Planner
- Education
- Employee Learning & Development
- Finance
- Financial Advisory
- Financial Planning
- Income Protection
- Investment Strategies
- L&D Strategy
- Learning Management
- Managing the Learning Function
- Pensions
- Program Management
- Relationship Building
- Retirement Planning
- SMSF
- Superannuation
- Training
- Training & Development
- Training Program Development
- Wealth
- Wealth Accumulation
- Wealth Management
Traci Bartlett Summary
- Traci Bartlett, based in Warrnambool, VIC, AU, is currently a Personal Financial Adviser at Regional Prosperity. Traci Bartlett brings experience from previous roles at Entireti, Fortnum, FM Mahar Financial Planning and Silvan Ridge Financial Services. Traci Bartlett holds a Diploma of Financial Planning in Financial Planning and Services @ Deakin University. With a robust skill set that includes Certified Financial Planner, Education, Employee Learning & Development, Finance, Financial Advisory and more. Traci Bartlett has 1 emails and 1 mobile phone numbers on RocketReach.
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