Troy Heath Carlon
Financial Adviser in Scarborough, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249476
- Location
- Scarborough WA 6019
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 27 October 2023
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, University of Western Australia (2003); Diploma of Financial Services (Financial Planning), AMP Learning & Development Services (2003); Advanced Diploma of Financial Services (Financial Planning), AMP Learning & Development Services (2005); SMSF Borrowings Specialist Adviser Education Program, Financial Review Professional Education (2011); Margin Lending and Geared Investments, Kaplan Professional (2012)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Troy Heath Carlon
Troy Heath Carlon is a financial adviser in Scarborough, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000249476.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 27 October 2023.
The register records 2001 as the year Troy first provided financial advice. The qualifications listed for Troy include Bachelor of Commerce (University of Western Australia, 2003), Diploma of Financial Services (Financial Planning) (AMP Learning & Development Services, 2003) and Advanced Diploma of Financial Services (Financial Planning) (AMP Learning & Development Services, 2005).
Troy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Heath Carlon a registered financial adviser?
Yes. Troy Heath Carlon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249476.
Which licensee does Troy Heath Carlon work under?
Count Financial Limited, Australian financial services licence 227232.
What can Troy Heath Carlon 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.