Financial Adviser
· SCARBOROUGH, WA
Troy Heath Carlon
No disciplinary history on record with ASIC
SCARBOROUGH,
WA
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249476
About Troy Heath Carlon
Troy Heath Carlon is a financial adviser based in Scarborough, Western Australia, with 25 years of experience in the financial services industry since 2001. Troy is currently authorised under Count Financial Limited, operating through Count Financial. Troy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Troy's qualifications include a Bachelor of Commerce from University of Western Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce
University of Western Australia
2003
Diploma of Financial Services (Financial Planning)
AMP Learning & Development Services
2005
Advanced Diploma of Financial Services (Financial Planning)
AMP Learning & Development Services
2011
SMSF Borrowings Specialist Adviser Education Program
Financial Review Professional Education
2012
Margin Lending and Geared Investments
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register