Financial Adviser
· BARANGAROO, NSW
Troy Raymond Gudgeon
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000418111
Troy Raymond Gudgeon is a financial adviser based in Barangaroo, New South Wales, with 15 years of experience in the financial services industry. Troy is currently authorised under Wealth Designers Advisory Pty Ltd. Troy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan. Troy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma Financial Services (Financial Planning)
Mentor Education
2012
Margin Lending & Geared Investments
Kaplan Professional
2016
Advanced Diploma Financial Planning FNS60415
Mentor Education
2025
Behavioural Finance Professional
Kaplan Professional
2025
Chartered Retirement Planning Counsellor
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan
2026
FPE020- SMSF Regulations and Taxation
Kaplan Professional
2026
SMSF Specialist Advisor (SSA)
SMSF Association
Registration History
Excludes Self-Managed Superannuation Funds
APOGEE FINANCIAL PLANNING PTY LTD
Excludes Self Managed Super Funds
MDA servicesare restricted toLimitedAuthority toOperate services.One off licenseeapproval isrequired for allproducts whichare either not onthe approvedproduct list orDerivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register