Tracy Byrne Founder & Director, Institute of Managed Account Professionals (at time of writing) Tracy Byrne is a Chartered Accountant, has a Graduate Diploma in Applied Finance & Investments and is a qualified mortgage broker. She has worked in the financial services industry for over 15 years. Tracy is the founder and current Chair of the Institute of Managed Account Providers, "iMap", an industry body created in September 2006 to promote the emergence of managed accounts in Australia and is considered an industry leader in the sector. Tracy is the CEO of Dais Financial and is responsible for all aspects of the operation.
TRACY BYRNE | TUESDAY, 1 JAN 2008 Managed accounts are not new - they are an evolution in money management in Australia - retail unit trusts, master trust, wrap and now managed accounts. They have been used in the US for many years and were adopted early on by brokers who had a discretionary ... Read more PAGE: 1 |
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Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
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