Financial Adviser
· BUNDALL, QLD
Troy Anthony Theobald
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245254
Troy Anthony Theobald is a financial adviser based in Bundall, Queensland, with 29 years of experience in the financial services industry. Troy is currently authorised under Australian Advice Network 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 Certified Financial Planner from Financial Planning Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business
Griffith University
2000
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2000
Certified Financial Planner
Financial Planning Association of Australia Limited
2007
SMSF Specialist Pathway Program
Tribeca Learning (Aust) Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Accredited Listed Product Adviser Program
Kaplan Professional