TROY DERWIN

Financial Adviser · Buderim, QLD

Registered

Registration Number

000435773

Registration Status

Registered

Location

Buderim, QLD 4556

Providing Advice Since

2013

Registration Date

12/03/2013

Financial Services Licensee

ORD MINNETT LIMITED

Licence #000237121

📚 Qualifications & Training

1996 - Bachelor of Commerce - - University of Sydney
2000 - Master of Applied Finance - - Macquarie University
2003 - Chartered Financial Analyst - - CFA Institute
2013 - ADA 1 - - ASX
2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Chartered Financial Analyst Institute (CFA Institute)

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.