Troy Patrick McGrath
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250913
- Location
- Mona Vale NSW 2103
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 1 January 2004
- First provided advice
- 1996
- Qualifications
- 8 unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2014); Graduate Diploma of Financial Planning, Deakin University (2025)
- 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 Patrick McGrath
Troy Patrick McGrath is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mona Vale, New South Wales (adviser number 000250913).
Advice is given under the Australian financial services licence of Akumin Financial Planning Pty Limited, licence number 232706. The current authorisation started on 1 January 2004.
According to the register, Troy first provided financial advice in 1996. The qualifications listed for Troy include 8 unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2014) and Graduate Diploma of Financial Planning (Deakin University, 2025).
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.
A further restriction is recorded on the register: “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 Patrick McGrath a registered financial adviser?
Yes. Troy Patrick McGrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250913.
Which licensee does Troy Patrick McGrath work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Troy Patrick McGrath 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."