Data sourced from ASIC Financial Advisers Register
Financial Adviser · MONA VALE, NSW

Troy Patrick Mcgrath

30 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000250913

Troy Patrick Mcgrath is a financial adviser based in Mona Vale, New South Wales, with 30 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 Deakin University.

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

2014
8 unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2025
Graduate Diploma of Financial Planning
Deakin University

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - 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