Financial Adviser · LIVERPOOL, NSW

Troy Furze

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000332475

Troy Furze is a financial adviser based in Liverpool, New South Wales, with 18 years of experience in the financial services industry. Troy is currently authorised under Akumin Financial Planning Pty Limited. 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 Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2011

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2012

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2012

Diploma of Finance and Mortgage Broking Management

Institute of Strategic Management

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2008 - Present Current

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