Financial Adviser · COMO, WA

Troy Shannon Davey

29 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002812

Troy Shannon Davey is a financial adviser based in Como, Western Australia, with 29 years of experience in the financial services industry. Troy is currently authorised under Fortnum Private Wealth Ltd. Troy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Troy holds a Diploma of Financial Planning from Financial Planning Association (FPA). Troy is a member of Financial Advice Association of Australia (FAAA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association (FPA)

Registration History

Aug 2022 - Present Current
Not SMSF
Oct 2003 - Dec 2021 Ceased
Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register