TC

Tracy Muller Cfp®

Head Of Advice And Philanthropy at Nedbank Private Wealth South Africa

Tracy Muller CFP® has over two decades of experience in the financial industry. Tracy currently holds the position of Head of Advice and Philanthropy at Nedbank Private Wealth South Africa, where they lead a team of advisory specialists. Tracy is passionate about helping clients connect their financial decisions to their life goals and aspirations. Prior to this role, Tracy served as the Head of Fiduciary Advice at Nedbank Private Wealth, where they provided comprehensive estate and tax planning services to high-net-worth and ultra-high-net-worth clients. Tracy also worked as an International Structuring Manager, advising clients on how to structure their international wealth and explaining the associated estate and tax consequences. Tracy began their career as a Portfolio Consultant at Absa Group and later served as a Sales Manager at Absa.

Tracy Muller CFP® has an extensive education history. Tracy first attended the University of South Africa/Universiteit van Suid-Afrika, where they pursued a BCom degree with a specialization in Law. Their first major was in Law, while their second major was in Business Management. After completing their undergraduate studies, Tracy went on to further enhance their knowledge by pursuing a Post Graduate Diploma in Financial Planning at the University of the Free State from 2003 to 2004. Prior to their university education, Tracy attended Simon's Town High School from 1981 to 1987.

Links

Timeline

  • Head Of Advice And Philanthropy

    September, 2022 - present

View in org chart