Troy Furze
Financial Adviser in Liverpool, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332475
- Location
- Liverpool NSW 2170
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 27 November 2008
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2007); Advanced Diploma of Financial Services (Financial Planning), Mentor Education Pty Ltd (2008); Certificate IV Financial Services (Finance/Mortgage Broking), Mortgage & Finance Association of Australia (MFAA) (2009); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Diploma of Finance and Mortgage Broking Management, Institute of Strategic Management (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Furze
On the Financial Advisers Register kept by ASIC, Troy Furze appears as a current financial adviser in Liverpool, New South Wales, adviser number 000332475.
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. That authorisation dates from 27 November 2008.
According to the register, Troy first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2007), Advanced Diploma of Financial Services (Financial Planning) (Mentor Education Pty Ltd, 2008) and Certificate IV Financial Services (Finance/Mortgage Broking) (Mortgage & Finance Association of Australia (MFAA), 2009).
Troy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Troy Furze a registered financial adviser?
Yes. Troy Furze is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332475.
Which licensee does Troy Furze work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Troy Furze give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."