Tracy Willetts

Client Services

Meet Tracy Willetts

WHAT’S YOUR BACKGROUND?
I joined Cambridge Partners in July 2018 and have been with the team for just over a year. Before joining Cambridge Partners I ran my own Interior Design business for a couple of years. My career background is predominantly in administrative finance and accounting roles. I am married and have three adult children Josh, Caleb and Sam.

WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE?
I enjoy interacting with people and have really enjoyed getting to know our clients and delivering the best experience for them over the past year. My role can be challenging and working for 4 Advisors means there is always plenty of variety to my day. We work in a very collaborative team environment to ensure we provide the best service to our clients.

WHAT QUALITIES MAKE YOU WELL SUITED TO THIS POSITION?
I am a people person and love talking to and getting to know our clients. 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 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. We all work hard for the best possible outcomes for our clients and are all very supportive of each other.

WHAT DO YOU ENJOY DOING OUTSIDE OF WORK HOURS?
Outside of work I enjoy keeping fit, either with mountain biking, gym or walking. I also enjoy interior design, travelling and spending time with my family and friends.



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