Financial Adviser · BUDERIM, QLD

Troy Derwin

13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000435773

Troy Derwin is a financial adviser based in Buderim, Queensland, with 13 years of experience in the financial services industry. Troy is currently authorised under Ord Minnett Limited. Troy holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Macquarie University. Troy is a member of Chartered Financial Analyst Institute (CFA Institute).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Commerce
University of Sydney
2000
Master of Applied Finance
Macquarie University
2003
Chartered Financial Analyst
CFA Institute
2013
ADA 1
ASX
2013
Graduate Diploma of Financial Planning
Kaplan

Registration History

Mar 2013 - Present Current
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Feb 2019 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register