TROY HEATH CARLON
Financial Adviser · Leederville, WA
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Learning & Development Services
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AMP Learning & Development Services
2011 - SMSF Borrowings Specialist Adviser Education Program - Other - Financial Review Professional Education
2012 - Margin Lending and Geared Investments - Other - Kaplan Professional
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.