Financial Adviser
· MILTON, QLD
Erin Truscott
No disciplinary history on record with ASIC
MILTON,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468058
Practice
Milton, QLD (practice address on ASIC register)
Licensed through Alliance Wealth
About Erin Truscott
Erin Truscott is a financial adviser based in Milton, Queensland, with 12 years of experience in the financial services industry since 2014. Erin works at Direct Wealth, which is licensed through Alliance Wealth. Erin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Erin's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education. Erin 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Mentor Education
2018
Fellow Chartered Financial Practitioner Program
Association of Financial Advisers (AFA)
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
TRAVECTIO ADVISORY PTY LTD
Not authorised to provide personal advice on Securities & Standard Margin Lending.
Source: ASIC Financial Advisers Register