Troy Keith McPhee
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000238242
- Location
- Parramatta NSW 2150
- Licensee
- FP Advice Pty Limited (AFSL 520310)
- Authorised since
- 18 July 2020
- First provided advice
- 2000
- Qualifications
- Affiliate Diploma Life Insurance, Australian Insurance Institute (1995); Foundation Diploma Financial Planning, Deakin University/ Financial Planning Association (2002); Master of Commerce (Financial Planning), University of Western Sydney (2005); Certified Financial Planner, Financial Planning Association of Australia (2007); Self Managed Superannuation Funds, Kaplan Professional (2009); Margin Lending and Geared Investments, Kaplan (2010); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Keith McPhee
Troy Keith McPhee is a financial adviser in Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000238242.
Troy provides advice as an authorised representative of FP Advice Pty Limited, which holds Australian financial services licence 520310. The current authorisation started on 18 July 2020.
According to the register, Troy first provided financial advice in 2000. The qualifications listed for Troy include Affiliate Diploma Life Insurance (Australian Insurance Institute, 1995), Foundation Diploma Financial Planning (Deakin University/ Financial Planning Association, 2002) and Master of Commerce (Financial Planning) (University of Western Sydney, 2005). Troy is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Keith McPhee a registered financial adviser?
Yes. Troy Keith McPhee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000238242.
Which licensee does Troy Keith McPhee work under?
FP Advice Pty Limited, Australian financial services licence 520310.
What can Troy Keith McPhee 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.