Financial Adviser
· BUNDABERG WEST, QLD
Troy Wilkinson
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004053
Troy Wilkinson is a financial adviser based in Bundaberg West, Queensland, with 19 years of experience in the financial services industry. Troy is currently authorised under Advice Evolution 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 Advanced Diploma of Financial Planning from Kaplan Professional. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Margin Lending and Geared Investments
Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Estate and Succession Planning
Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional
2024
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional