Financial Adviser · BURSWOOD, WA

Troy Hartley

BURSWOOD, WA

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242643

Currently at

Gallagher Benefits

Brisbane, QLD (firm address)

View firm profile

Troy Hartley is a financial adviser based in Burswood, Western Australia, with 31 years of experience in the financial services industry since 1995. Troy is currently authorised under Gallagher Benefit Services, operating through Gallagher Benefits. 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 (CFP) 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia

2002

Certified Financial Planner (CFP)

Financial Planning Association of Australia

2022

M669 Graduate Diploma of Financial Planning

Deakin University

Registration History

Gallagher Benefit Services Pty Ltd

Jan 2025 - Present Current

Mont Partners Pty Ltd

Aug 2019 - Jan 2025 Ceased

GWM ADVISER SERVICES PTY LTD

Feb 2018 - Aug 2019 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2003 - Feb 2018 Ceased

Source: ASIC Financial Advisers Register