Troy is a qualified Financial Planner and has provided personalised holistic advice to clients since the mid-2000s. His main areas of specialisation are investment and strategy advice for complex investment structures including self-managed superannuation funds, trusts, companies and not-for-profits.
Troy is relationship driven and is a firm believer in having a combination of honesty, loyalty and technical knowledge at the foundation of every client relationship. These qualities have helped him deliver an unwavering service to his clients and their families over more than a decade of working as an adviser.
Troy holds a Bachelor of Commerce (Financial Planning) and is a SMSF Specialist Advisor™ and a registered Tax (Financial) Adviser.
Why choose a RIAA financial adviser?
RIAA certification verifies that a financial adviser offers responsible investment products, considers client needs and concerns about responsible investment issues, and undertakes responsible investment-focused continuing professional development.
By choosing a RIAA certified financial adviser, you can have confidence that they are licensed, educated and experienced in including responsible investment in their financial advice.
