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.
Life insurance and Financial Advice services are provided by Experien Insurance Services Pty Ltd (EIS) ABN 99 128 678 937 and Experien Financial Services Pty Ltd (EFS) ABN 32 631 346 757. EIS and EFS are a Corporate Authorised Representative (No. 320626 and No. 1274354) Count Financial Limited ABN 19 001 974 625, AFSL 227232
General insurance services are provided by Experien General Insurance Services Pty Ltd ABN 77 151 269 279 AFS Licence No. 430190 (EGIS) trading as Experien Insurance Services.
Tracey has many testimonials from clients that she helped with their life insurance cover. These testimonials consistently highlight Tracey’s responsiveness and dedication, expertise in navigating complex insurance processes and personalized service and care See here for feedback from a client that gives her a “5 out 5 star rating”. A client who praises her knowledge left a testimonial of their experience here. A further testimonial from a client she arranged an income protection claim for can be read here. An “extremely grateful” client left the following testimonial here. Tracey is also well known for her professional and caring manner and this is attested to here.
