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Tracey Berry



  • Governance
  • Regulatory compliance expertise, including FAR, CCCFA and Conduct, all stages from consult through to implementation
  • Wealth and Insurance – channel strategy, design, implementation
  • Consumer Banking – channel strategy, design, implementation
  • Advice operating models – design to implementation
  • Organisation readiness and change management
  • Operating Models
  • Customer value propositions
  • Customer remediation
  • Regulator and Board strategy and engagement

Tracey has over 20 years’ experience in financial services, including over 10 years in executive bank positions. Having previously been CEO of an insurance company, CEO of a Wealth company and Chair of a significant asset manager ($6bn). Tracey specialises in establishing new channels and businesses, break-through diversification strategies, developing and leading significant organisational change programmes, integrating operations and teams through mergers and delivering complex regulatory change.

In addition to her role at Mosaic, Tracey is a Board member of the National Provident Fund and has been a member of the Financial Advisers Disciplinary Committee established under the FMC Act since 2010.