Troy Davey
Financial Adviser in Buderim, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000473122
- Location
- Buderim QLD 4556
- Licensee
- Ord Minnett Limited (AFSL 237121)
- Authorised since
- 23 February 2015
- First provided advice
- 2014
- Qualifications
- ADA Level 1, Kaplan (2009); Bachelor of Business (Banking and Finance), Queensland University Technology (2009); Master of Business (Professional Accounting), Queensland University Technology (2011); Graduate Diploma of Financial Planning, Kaplan (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- SMSF Association; Stockbrokers and Investment Advisers Association (SIAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Davey
Troy Davey is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Buderim, Queensland (adviser number 000473122).
Troy provides advice as an authorised representative of Ord Minnett Limited, which holds Australian financial services licence 237121. The current authorisation started on 23 February 2015.
The register records 2014 as the year Troy first provided financial advice. Qualifications and training on file include ADA Level 1 (Kaplan, 2009), Bachelor of Business (Banking and Finance) (Queensland University Technology, 2009) and Master of Business (Professional Accounting) (Queensland University Technology, 2011). Professional memberships recorded: SMSF Association and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, deposit and payment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Troy Davey a registered financial adviser?
Yes. Troy Davey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000473122.
Which licensee does Troy Davey work under?
Ord Minnett Limited, Australian financial services licence 237121.
What can Troy Davey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.