Tracy Willetts

Client Services

Meet Tracy Willetts

Tracy Willetts

What's your background?

I joined Cambridge Partners in July 2018. Before joining Cambridge Partners I ran my own Interior Design business and had previously worked in the accounting and finance sectors.

What do you enjoy most about your role?

I enjoy interacting with people and have really enjoyed getting to know our clients. My role can be challenging and working for five Advisors means there is always plenty of variety to my day. We work in a very collaborative environment to ensure we always provide the best outcomes for our clients.

What qualities make you well suited to this position?

I am a people person and love getting to know others. Prior career roles mean I have a sound knowledge of financial services. I am a very well organised person and pride myself on providing the most efficient and timely service to our clients.

What do you love most about being part of Cambridge Partners?

I really enjoy being part of Cambridge Partners as we have a great team culture and we are always very supportive of each other. I get great satisfaction in knowing that we help our clients achieve their financial goals and objectives.

What do you enjoy doing outside of work hours?

Outside of work I enjoy keeping fit, by mountain biking and working out at the gym. I also enjoy interior design, architecture, travelling and spending time with family and friends.

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