Meet the Team
Tracey Edwards
CFP
Tracey has over 30 years of experience in the financial services industry having started with National Mutual in 1985. Tracey has held senior roles with Noble Lowndes (now Mercer) and The Local Government Superannuation Board.
Tracey has achieved recognition as one of few advisers in Adelaide specialising in Corporate Superannuation and holds a Diploma in Superannuation Management and Diploma of Financial Planning. Tracey is a Certified Financial Planner, a member of the Financial Planning Association (FPA) and Workplace Superannuation Specialists Australia (WSSA).
Tracey enjoys working with both private clients as well as employer groups. She has a loyal client base, some of whom have been clients since the 90’s. In 2013 Tracey was nominated for the AFA Female Excellence In Advice awards, and again in 2016.
Warwick Edwards
ADV DIP FP
Warwick has nearly 30 years experience in the financial services industry having commenced with AMP in 1987. He has held senior roles with AMP, Rothchild, Westpac and BT Financial Group and until recently was the State Manager SA/NT for Perpetual Investments.
Warwick’s vast experience in the industry adds further expertise to our team. He advises employer groups and employees as well as servicing our private clients.
Warwick has completed his Advanced Diploma in Financial Planning and is a member of the Financial Planning Association (FPA).
Renate Tonks
CFP
Renate has over 25 years experience in the financial services industry. She commenced with The Local Government Superannuation Board before moving to the Government’s regulator of superannuation (APRA) where she managed a team of auditors for 9 years auditing corporate, retail and self-managed super funds.
She then built a very successful financial planning business which was sold in 2008 so that she could move into part time advising.
Renate is a qualified Accountant, holds a Diploma in Superannuation Management and a Diploma of Financial Planning. She is a Certified Financial Planner and a member of the Financial Planning Association (FPA).
Deanna Ryder
Client Services
Deanna has been with First Advice since 2014 after spending almost 10 years in the banking industry. Deanna works closely with our adviser team and oversees the client services and administration for both our private clients and corporate super clients.
Megan Biar
Client Services
Megan has worked in the industry since 2006 and has worked closely with Tracey since that time. She works part time and assists Deanna with supporting the advisers and clients. Megan is also an experienced Office Manager and as such handles much of the day to day business management. Megan has just completed her Diploma of Financial Planning studies and will soon join the Adviser team when she returns in February 2019.
Andreina Houlahan
Client Services
Andreina joined the team in May 2017, having worked in the banking industry for many years. During this time she has had managerial experience and successfully managed her own teams in delivering high performance outcomes. With a passion for customer service, Andreina now looks forward to assisting our clients and supporting our adviser team. Andreina is our lending expert and works with our clients on their home loan and other financing needs.
