Tracy Cullen

Certified Financial Planner™

Tracy has 25 years’ experience in the financial services industry. Most recently as a Director with Wealth Alliance and prior to that she led a team of Relationship Managers with BOI Private.

Tracy is a Qualified Financial Advisor, a Certified Financial Planner™ and holds MSc in Financial Services. With a strong customer focus and goals-based financial planning bias, she helps clients get clear on their financial goals as well as understand the resources and decisions needed to make them happen. She has a keen interest in technology and has dedicated much of her time in recent years to customer experience.

Though now the proud owner of a tennis racket, she doesn’t often make it to the courts. She is working on that.

Keeva, Gavin and Tracy enjoyed working together for many years before joining forces once again in Grow Financial. They knew they wanted to deliver the same great outcomes to clients but in a simpler way. With a commitment to helping each other thrive and a genuine enjoyment of working together, these values flow to their clients.