Tracee Huey Xin Pang
ARA FINANCIAL PLANNING SERVICES PTY LTD · Melbourne VIC 3000 · Advising since 2018
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001270646
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative ARA FINANCIAL PLANNING SERVICES PTY LTD (no. 001277898)Since 12 January 2026
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2026 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative ARA FINANCIAL PLANNING SERVICES PTY LTD (no. 001277898)
- CEASEDOct 2020 – Dec 2025COUNT FINANCIAL LIMITED · AFSL 227232
- CEASEDDec 2018 – Jun 2019GUIDEWAY FINANCIAL SERVICES PTY LTD · AFSL 420367
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser (ALPA)
Kaplan Professional · 2026 · Other
Margin Lending Specialist
Kaplan Professional · 2025 · Other
Certified Financial Planner
Financial Advice Association Australia · 2022 · Professional Designations
Accredited Aged Care Professional
Aged Care Steps · 2021 · Other
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2021 · Graduate Diploma (AQF 8)
Introduction to Self Managed Superannuation Funds
Kaplan Professional · 2021 · Other
Economic and Legal Context for Financial Planning (FPC001B)
Kaplan Professional · 2020 · Other
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2019 · Bridging Course - Ethics
Diploma of Financial Planning
Kaplan Professional · 2017 · Diploma (AQF 5)
Graduate Diploma of Professional Accounting
Swinburne University of Technology · 2014 · Graduate Diploma (AQF 8)
Master of Professional Accounting
Swinburne University of Technology · 2014 · Masters Degree (AQF 9)
Bachelor of Business (Economics & Finance) (Applied)
RMIT University · 2013 · Bachelor Degree (AQF 7)
Income Tax Law (HBC616)
Swinburne University of Technology · 2013 · Other
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Tracee Huey Xin Pang claims the profile.
Reviews
Not yet reviewed
No client has reviewed Tracee Huey Xin Pang on Souffle yet.
Contacting Tracee Huey Xin Pang
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ARA FINANCIAL PLANNING SERVICES PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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