TROY PATRICK MCGRATH

Financial Adviser · Mona Vale, NSW

Registered

Registration Number

000250913

Registration Status

Registered

Location

Mona Vale, NSW 2103

Providing Advice Since

1996

Registration Date

01/01/2004

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2014 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

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.