TROYDEN RATCLIFFE

Financial Adviser ยท Bowen Hills, QLD

Registered

Registration Number

001269205

Registration Status

Registered

Location

Bowen Hills, QLD 4006

Providing Advice Since

2018

Registration Date

13/11/2018

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2019 - Accredited Listed Product Adviser Program (ALPA) - Other - Kaplan Professional
2019 - Margin Lending Accreditation - Other - FirstTech
2019 - SMSF Accreditation - Other - FirstTech
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.