Financial Adviser
· PARRAMATTA, NSW
Troy Keith Mcphee
No disciplinary history on record with ASIC
PARRAMATTA,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238242
About Troy Keith Mcphee
Troy Keith Mcphee is a financial adviser based in Parramatta, New South Wales, with 26 years of experience in the financial services industry since 2000. Troy is currently authorised under Fp Advice, operating through Adviser Fp. 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 Certified Financial Planner from Financial Planning Association of Australia. Troy 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Affiliate Diploma Life Insurance
Australian Insurance Institute
2002
Foundation Diploma Financial Planning
Deakin University/ Financial Planning Association
2005
Master of Commerce (Financial Planning)
University of Western Sydney
2007
Certified Financial Planner
Financial Planning Association of Australia
2009
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
AVENUE CAPITAL MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register