TROY DAVEY
Financial Adviser · Buderim, QLD
📚 Qualifications & Training
2009 - ADA Level 1 - - Kaplan
2009 - Bachelor of Business (Banking and Finance) - - Queensland University Technology
2011 - Master of Business (Professional Accounting) - - Queensland University Technology
2014 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
SMSF Association
Stockbrokers and Investment Advisers Association (SIAA)
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.