TROY ANTHONY THEOBALD
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
1997 - Bachelor of Business - Bachelor Degree (AQF 7) - Griffith University
2000 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2000 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2007 - SMSF Specialist Pathway Program - Other - Tribeca Learning (Aust) Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.