TROY KEITH MCPHEE
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
1995 - Affiliate Diploma Life Insurance - - Australian Insurance Institute
2002 - Foundation Diploma Financial Planning - - Deakin University/ Financial Planning Association
2005 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2007 - Certified Financial Planner - - Financial Planning Association of Australia
2009 - Self Managed Superannuation Funds - - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.