Financial Adviser
· SYDNEY, NSW
Paul Damien Trosti
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333418
Paul Damien Trosti is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Paul is currently authorised under Godfrey Pembroke Group Pty Ltd. Paul 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 Certified Financial Planner (CFP) from Financial Planning Association. Paul is a member of Australian Institute of Company Directors, Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
MLC ThreeSixty
2011
RG146 Margin Lending
MLC ThreeSixty
2016
Master of Commerce (Financial Planning)
Western Sydney University
2017
Certified Financial Planner (CFP)
Financial Planning Association
2020
BUSM7016 Ethics and Professionalism in Financial Services
Ethics - Western Sydney University