Will Tracey

Private Client Adviser

Email: willt@lemsec.com.au
Phone: (02) 9299-9579
Authorised Representative Number: 001266038
FSG: View FSG

With over 20 years investment experience in the Australian market, Will has made investing on the ASX his core competency.

He works closely with high net worth individuals, SMSF and retail investors to understand their objectives and construct portfolios in line with their long term investment goals.

Client service and transparency are also paramount. Being an investor and not a salesman he prides himself on the client relationships that develop from providing genuine advice and giving clients “time of day”.

Services and Specialties

  • Australian Equities
  • Fundamental Analysis
  • ETFs and LICs
  • Portfolio Construction
  • Fixed Income
  • Initial Public Offerings and capital raisings

Investment Philosophy

Will utilises a fundamental, bottom-up approach to uncover companies that are in sound financial health but which may be overlooked by the market.  Adopting a contrarian style allows him to add value for clients by seeking value where the rest of the market isn’t looking.

Qualifications

  • Diploma of Financial Markets (FINSIA)
  • RG146 (Kaplan)

Approved Competencies

  • Securities and Managed Investments
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