Tracey Kloner

Adviser

Tracey joined Experien Insurance Services in 2011, and is a Life Risk Insurance Specialist with over 15 years experience. Tracey works with medical professionals to understand their risk exposures and develop strategies that are clear and easy to implement.

Tracey’s career began in South Africa where she spent her early working life as an accountant and a private banker for companies such as Investec Bank and Nedbank Private Bank. Tracey made a career leap by starting up her own consultancy firm, “Tracey Wolff Financial Consultants” in 1997. Here, she built a successful business advising on private health insurance, investments, retirement and pensions funds, personal and business insurance and debt management.

Upon moving to Australia Tracey continued her career in the life insurance area, working for ClearView Wealth Management. Tracey, along with the other Experien Insurance Services Advisers, continues to advise and provide life insurance strategies for medical professions in the Australian market, working with industry associations, specialists doctors, dentists, GPs and doctors in training.

Tracey is passionate about what she does, and loves to use her insurance knowledge and financial understanding to develop successful insurance solutions for her clients.

For Life Insurance services, Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 is a Corporate Authorised Representative (No. 320626) of ClearView Financial Advice Pty Limited ABN 89 133 593 012 AFS Licence No. 331367 and provides Personal Life Insurance advice under license with ClearView.  Tracey is an Authorised Respresentative of ClearView Financial Advice for these services.

For General Insurance services, Tracey is an Authorised Representative of Experien General Insurance Services Pty Ltd (Trading as Experien Insurance Services Pty Ltd – ABN 77 151 269 279 and AFSL 430190).