Tracey Ward
About Tracey Ward
Tracey Ward is a Financial Adviser and Team Leader at Investec, where she has worked since 2018. With extensive experience in the financial services industry, she leads a team in the Western Cape and has a strong background in long-term insurance and business development.
Work at Investec
Tracey Ward has been employed at Investec as a Financial Advisor since 2018. In this role, she has provided financial advice in Stellenbosch, Western Cape, South Africa. In 2023, she advanced to the position of Financial Adviser & Team Leader for the Western Cape, where she leads a team of financial advisers. Her focus is on delivering objective and experienced financial advice to clients.
Previous Experience in Financial Advisory
Before joining Investec, Tracey Ward worked at FNB South Africa as a Financial Advisor from 2016 to 2017 in the Port Elizabeth Metropolitan Area. Additionally, she held various roles at Discovery Limited from 2001 to 2010, including Business Development Officer and Business Consultant. She also served as Distribution Director and Distribution Specialist at BrightRockZA from 2012 to 2016.
Education and Expertise
Tracey Ward holds multiple degrees in business and finance. She studied at the University of Wales, Cardiff, and obtained a Master of Business Administration (MBA) from 2000 to 2004. She also studied at the University of the Free State, where she earned a Postgraduate Degree in Financial Planning and Services in 2017 and 2018. Her educational background supports her expertise in customer service and business development within the financial services industry.
Background in Insurance and Marketing
Tracey Ward has a strong background in long-term insurance and third-party marketing. Her experience in these areas has contributed to her proficiency in providing financial advice and developing business strategies within the financial services sector.