Financial Adviser
· NEWSTEAD, QLD
Troyden Ratcliffe
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269205
Troyden Ratcliffe is a financial adviser based in Newstead, Queensland, with 8 years of experience in the financial services industry. Troyden is currently authorised under Cobalt Advisers Pty Ltd. Troyden 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 Master of Financial Planning from Griffith University. Troyden 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
2015
Bachelor of Commerce
University of the Sunshine Coast
2017
Graduate Certificate in Financial Planning
Griffith University
2018
Master of Financial Planning
Griffith University
2019
Accredited Listed Product Adviser Program (ALPA)
Kaplan Professional
2019
Margin Lending Accreditation
FirstTech
2019
SMSF Accreditation
FirstTech
2021
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register