Troy Raemond
Financial Adviser in Gympie, Queensland, Australia
Review Troy Raemond
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001007319
- Location
- Gympie QLD 4570
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 17 June 2024
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Master of Financial Planning, University of the Sunshine Coast (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); SMSF Course, University of Adelaide (2015); Commercial Law, Kaplan Higher Education Pty Limited (2022); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2022)
- 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
- 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 Raemond
On the Financial Advisers Register kept by ASIC, Troy Raemond appears as a current financial adviser in Gympie, Queensland, adviser number 001007319.
Troy provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 17 June 2024.
The register records 2001 as the year Troy first provided financial advice. The qualifications listed for Troy include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004), Master of Financial Planning (University of the Sunshine Coast, 2005) and Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011).
Troy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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.”
Reviews
Nobody has reviewed Troy Raemond here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Troy Raemond a registered financial adviser?
Yes. Troy Raemond is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007319.
Which licensee does Troy Raemond work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Troy Raemond 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. 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."