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.

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