Financial Adviser · MILTON, QLD

Erin Truscott

12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000468058

Erin Truscott is a financial adviser based in Milton, Queensland, with 12 years of experience in the financial services industry. Erin is currently authorised under Alliance Wealth Pty Ltd. Erin 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 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

Jul 2020 - Present Current
Jul 2024 - May 2025 Ceased
TRAVECTIO ADVISORY PTY LTD
Apr 2020 - Jun 2020 Ceased
Nov 2014 - Apr 2020 Ceased
Not authorised to provide personal advice on Securities & Standard Margin Lending.

Source: ASIC Financial Advisers Register