Tracy Walton

Tracy Walton CPA is an experienced professional specializing in estate and trust administration, currently serving as an Estate Manager at Australian Unity since April 2023. Prior to this role, Tracy held the position of Senior Client Service Adviser at Australian Executor Trustees Limited, focusing on deceased estates, testamentary trusts, and financial attorney clients from June 2018 to April 2023. Tracy's experience also includes a role as Trust Manager at Australian Unity from November 2016 to June 2018, where responsibilities encompassed native title trusts and financial administration clients. Tracy's background in tax and business services includes senior accountant positions at ROCG Stirling and Intuity Partners Pty Ltd, as well as a lengthy tenure at Harden East & Conti. Educational qualifications consist of a Bachelor of Business in Accounting from Edith Cowan University and completion of the CPA Australia Program.