Our Advisers - Investment Collective

Cheng is a highly motivated individual who has a passion for providing advice. He entered the finance industry in 2013 and has been providing comprehensive advice since attaining his license in 2016. Qualifications held include a Bachelor of Commerce (Accounting and Finance) with the University of Melbourne, Diploma of Financial Planning with Monarch Institute and he is currently working towards an Advanced Diploma of Financial Planning through Kaplan Education. Cheng has also passed the financial advisor national exam in 2021 with every intention of meeting the higher education requirements set by FASEA by the 2026 deadline.

Cheng Qian

Senior Financial Adviser

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 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

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

John’s introduction to professional financial advice was in 2014 during an appointment with his former personal financial adviser. From this experience, John understood the value of professional financial advice and has built a passion for providing advice that aligns with the goals of his clients. Upon joining The Investment Collective in 2020, John worked in various roles, including client and advisory support services, before becoming a fully qualified financial adviser in 2023. John holds several qualifications including a Bachelor of Business (Information Systems), a Diploma of Financial Planning, an Advanced Diploma of Financial Planning and a Graduate Diploma of Financial Planning. John works in our Melbourne Office.

John Zahra

Financial Adviser

Cheng Qian
“Cheng advised me on what to expect from the government aged pension and from my superannuation. Cheng was able to explain things to me clearly. I feel confident that the advice given to me by Cheng will help me decide on when to retire.” – David Evans

Tracey Briggs
“Since taking us on as clients, Tracey has proven both enormously capable and extremely easy to get on with. Her friendly, upbeat manner, coupled with her command of all aspects of our portfolio, is both reassuring and a great pleasure.” – Bob Di Napoli

Allan McGregor
“Allan’s advice has been a huge help for me with my super, insurance and investments. He explained things clearly and answered any clarifying questions I had. Allan has helped me define my financial goals and provided advice tailored to help me achieve them. I feel confident in the advice given and would recommend Allan to friends.” – NM