Financial Adviser
· CLEVELAND, QLD
Troy Keith Uhlmann
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277799
Troy Keith Uhlmann is a financial adviser based in Cleveland, Queensland, with 22 years of experience in the financial services industry. Troy is currently authorised under Future Wealth Advisers Aust 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 Services (Financial Planning from Kaplan Professional Education. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2012
Advanced Diploma of Financial Services (Financial Planning
Kaplan Professional Education
Registration History
SUNCORP FINANCIAL SERVICES PTY LTD
Superannuation excludes SMSF Advice
M1-PLAN PTY LTD
FTS SECURITIES PTY LTD
Source: ASIC Financial Advisers Register