Tracy Ryan

Executive Secretary | Compliance Auditor

A little About Me

Having worked in a variety of roles across logistics transport, contract mining and finance, Tracy brought a robust wealth of knowledge to OakView Financial, with over 16 years’ experience in business administration, analytics, auditing, and office management.

Often your first point of call and business liaison, Tracy prides herself on attention to detail, and maintaining strong long-term relationships with clients and other professionals alike.

Tracy has been an influential part of OakView Financial, as her skills really shone during the companies’ launch, building the procedures for compliance and training, coordinating staff and management, while continually working towards OakView Financials’ Vision of being the most trusted financial planning firm in Australia.

Tracy’s calming influence provides stability throughout the organisational culture, ensuring that the team works effectively and efficiently towards a common goal.