Financial Adviser
· HOBART, TAS
Troy Andrew Williams
Disciplinary history on record
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245604
Troy Andrew Williams is a financial adviser based in Hobart, Tasmania, with 23 years of experience in the financial services industry. Troy is currently authorised under Sentry Advice 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 Master of Financial PLanning from Kaplan Professional.
Disciplinary History
Type: AFS banned/disqualification
Date: 04/10/2016 - 03/10/2022
Source: ASIC Financial Advisers Register
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
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2015
Diploma of Financial Planning
Kaplan Professional
2016
Master of Financial PLanning
Kaplan Professional
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Disciplinary action: AFS banned/disqualification
FINANCIAL SERVICES PARTNERS PTY LIMITED
Permitted - Managed Investment Schemes, excluding IDPS - IDPS Only Not Permitted - SMSF
Disciplinary action: AFS banned/disqualification
Source: ASIC Financial Advisers Register