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Our Advisers

Tracey Briggs
Tracey hails from South Africa, where she worked at Investec Wealth and Investment for several years, building a wealth of experience as a Team Leader within client services. Tracey holds a Bachelor of Commerce and Diploma of Financial Planning. She joined The Investment Collective in 2016 and has worked in client services and paraplanning before moving to her role as a Financial Adviser. Tracey is passionate about helping her clients 'live their best life' through personal financial planning.

Tracey Briggs

Senior Financial Adviser
Allan McGregor
Allan has been a qualified Financial Adviser since 2018 and currently holds a Graduate Diploma in Financial Planning. Allan has lived in Gladstone for over 25 years, having previously held roles in local industry as a Chemical Engineer before becoming a Financial Adviser. Joining the company in 2020, Allan seeks to help his clients achieve their goals through strong and lasting relationships, matched with sound financial advice.

Allan McGregor

Financial Adviser
Elizabeth Whalley
Liz is a relationship focused adviser who enjoys meeting with clients from all walks of life. With over 7 years’ experience in the financial services industry, Liz understands how holistic strategies and advice can help clients realise and achieve their financial goals. Liz joined The Investment Collective in 2020 and has worked in various roles including client services and paraplanning before becoming a fully qualified financial adviser in 2023. Liz also holds a Graduate Diploma of Financial Planning.

Elizabeth Whalley

Financial Adviser
2020